See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SCOLARI'S WAREHOUSE7 years Service code 10 · EIN 88-0100884 | Accounting | $34,784 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,895 |
Filed as: MORGAN STANLEY DOMESTIC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $13,967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,026 | $65,561+63.2% | $86,188+24.2% | $75,163+42.4% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.0%+18.5pp | 67.2%+20.3pp |
| Annual return | 1.28% | 46.05%-44.8pp | 1168.45%-1167.2pp | 160.62%-159.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,974 | $3,024-34.7% | $3,985-50.5% | $4,125-52.1% |
| Admin fee / account holder | $776 | $5,474-85.8% | $6,852-88.7% | $5,651-86.3% |