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 | $33,558 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $226,876 | $101,317+123.9% | $146,958+54.4% | $74,495+204.6% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 15.07% | 8730.91%-8715.8pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $16,669 | $3,810+337.5% | $4,933+237.9% | $2,623+535.5% |
| Participant deferral / active EE | $3,639 | $7,303-50.2% | $8,070-54.9% | $4,346-16.3% |
| Admin fee / account holder | $192 | $1,739-89.0% | $12,998-98.5% | $1,942-90.1% |