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 BARNEY4 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 11 TWO JERICHO PLAZA · JERICHO, NY 11753 | Actuarial | $44,776 |
CORRELL CO.11+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $20,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,639 | $100,923-15.1% | $150,045-42.9% | $74,304+15.3% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.3%+12.0pp | 60.3%+34.0pp |
| Annual return | 15.73% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,578 | $3,463+3.3% | $4,693-23.8% | $2,241+59.6% |
| Participant deferral / active EE | $10,302 | $6,709+53.5% | $7,997+28.8% | $3,767+173.5% |
| Admin fee / account holder | $265 | $2,767-90.4% | $13,435-98.0% | $2,969-91.1% |