See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,850 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $73,119 |
UHY LLP1 year Filed as: UHY ADVISORS,INC Service code 10 · EIN 20-0694403 | Accounting | $17,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,806 | $131,799-70.6% | $200,582-80.7% | $85,563-54.6% |
| Participation rate | 0.0% | 87.9%-87.9pp | 86.9%-86.9pp | 66.0%-66.0pp |
| Annual return | -63.14% | 21.59%-84.7pp | 42.33%-105.5pp | 31.51%-94.7pp |
| Employer contribution / active EE | $6,041 | $4,532+33.3% | $6,419-5.9% | $2,654+127.7% |
| Participant deferral / active EE | $12,119 | $7,702+57.4% | $9,331+29.9% | $4,375+177.0% |
| Admin fee / account holder | $4,109 | $235+1648.3% | $16,305-74.8% | $834+392.6% |