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 BARNEY7+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $327,563 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,604 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,422 | $120,450+33.2% | $159,436+0.6% | $93,030+72.4% |
| Participation rate | 75.2% | 78.0%-2.7pp | 82.8%-7.6pp | 73.9%+1.3pp |
| Annual return | 16.96% | 27.11%-10.2pp | 263.57%-246.6pp | 158.70%-141.7pp |
| Employer contribution / active EE | $1,226 | $3,526-65.2% | $4,829-74.6% | $2,706-54.7% |
| Participant deferral / active EE | $7,631 | $7,283+4.8% | $7,352+3.8% | $4,562+67.3% |
| Admin fee / account holder | $22 | $137-84.1% | $10,799-99.8% | $152-85.7% |