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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250,013 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 20-8764829 | Consulting | $65,218 |
CARSON ADVISORY INC6 years Filed as: CARSON TAHOE HEALTH Service code 49 · EIN 88-0502320 | Other Services | $11,528 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,226 | $53,199+37.6% | $155,567-52.9% | $199,768-63.3% |
| Participation rate | 96.7% | 64.1%+32.5pp | 78.2%+18.5pp | 72.0%+24.6pp |
| Annual return | 14.69% | 41.17%-26.5pp | 64.74%-50.0pp | 34.26%-19.6pp |
| Employer contribution / active EE | $3,035 | $1,852+63.8% | $4,674-35.1% | $3,037-0.1% |
| Participant deferral / active EE | $5,635 | $3,163+78.1% | $5,628+0.1% | $5,090+10.7% |
| Admin fee / account holder | $98 | $186-47.1% | $15,916-99.4% | $269-63.5% |