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 | $26,817 |
Filed as: MORGAN STANLEY DOMESTIC HOLDINGS, I Service code 16 · EIN 20-8764829 | Consulting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,980 | $91,407+103.5% | $135,903+36.8% | $71,457+160.3% |
| Participation rate | 96.6% | 75.7%+20.9pp | 81.9%+14.6pp | 67.9%+28.6pp |
| Annual return | 17.86% | 29.90%-12.0pp | 68.23%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $16,639 | $3,703+349.3% | $4,856+242.6% | $2,588+543.0% |
| Participant deferral / active EE | $3,547 | $7,092-50.0% | $7,758-54.3% | $4,289-17.3% |
| Admin fee / account holder | $147 | $1,266-88.4% | $10,762-98.6% | $1,587-90.7% |