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 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $11,275 |
Filed as: MORGAN STANLEY Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $7,089 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $2,795 |
THE BENEFIT PRACTICE1 year Service code 13 1055 WASHINGTON BLVD. SUITE 540 · STAMFORD, CT 06901 | Contract Administrator | $625 |
Service code 15 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Recordkeeping | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,727 | $73,638+6.9% | $108,410-27.4% | $79,386-0.8% |
| Participation rate | 70.2% | 77.4%-7.2pp | 80.1%-9.9pp | 70.7%-0.5pp |
| Annual return | 19.65% | 33.27%-13.6pp | 905.27%-885.6pp | 116.85%-97.2pp |
| Employer contribution / active EE | $1,368 | $2,397-42.9% | $3,558-61.6% | $2,427-43.6% |
| Participant deferral / active EE | $7,648 | $6,218+23.0% | $6,563+16.5% | $4,046+89.1% |
| Admin fee / account holder | $298 | $638-53.3% | $7,295-95.9% | $626-52.5% |