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 | $25,657 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $1,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,534 | $84,487+81.7% | $125,339+22.5% | $66,914+129.4% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.9pp | 69.8%+25.4pp |
| Annual return | -20.19% | -8.39%-11.8pp | 572.05%-592.2pp | 1.58%-21.8pp |
| Employer contribution / active EE | $14,271 | $3,553+301.7% | $4,814+196.5% | $2,544+460.9% |
| Participant deferral / active EE | $3,520 | $6,781-48.1% | $7,446-52.7% | $4,237-16.9% |
| Admin fee / account holder | $153 | $685-77.7% | $10,010-98.5% | $593-74.2% |