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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $84,524 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,025 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,654 | $66,601+21.1% | $92,893-13.2% | $67,579+19.3% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+23.0pp | 71.3%+27.7pp |
| Annual return | 24.08% | 92.58%-68.5pp | 109.41%-85.3pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,811 | $2,775-34.7% | $3,653-50.4% | $2,148-15.7% |
| Participant deferral / active EE | $6,440 | $3,157+104.0% | $4,236+52.0% | $3,539+82.0% |
| Admin fee / account holder | $113 | $199-43.0% | $5,794-98.0% | $142-20.3% |