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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,210 |
PENSIONS PLUS, INC.3 years Filed as: UB PENSIONS Service code 13 · EIN 36-4517541 | Contract Administrator | $57,562 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $5,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,525 | $46,292-6.0% | $143,757-69.7% | $64,808-32.8% |
| Participation rate | 73.2% | 64.2%+9.0pp | 80.3%-7.1pp | 71.5%+1.7pp |
| Annual return | -15.93% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,248 | $1,910-34.7% | $4,951-74.8% | $2,506-50.2% |
| Participant deferral / active EE | $4,162 | $2,646+57.3% | $5,637-26.2% | $4,310-3.4% |
| Admin fee / account holder | $225 | $154+46.0% | $14,673-98.5% | $188+19.6% |