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 BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 11 TWO JERICHO PLAZA · JERICHO, NY 11753 | Actuarial | $37,803 |
CORRELL CO.10+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $19,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,698 | $101,317-21.3% | $146,958-45.8% | $74,495+7.0% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.2%-4.3pp | 67.2%+10.6pp |
| Annual return | 16.34% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,857 | $3,810-25.0% | $4,933-42.1% | $2,623+8.9% |
| Participant deferral / active EE | $7,849 | $7,303+7.5% | $8,070-2.7% | $4,346+80.6% |
| Admin fee / account holder | $251 | $1,739-85.6% | $12,998-98.1% | $1,942-87.1% |