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 BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $29,478 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,351 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,066 | $60,989-19.5% | $60,874-19.4% | $66,914-26.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 73.1%+1.9pp | 69.8%+5.2pp |
| Annual return | -11.82% | -9.60%-2.2pp | 16.90%-28.7pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,439 | $2,661-45.9% | $2,701-46.7% | $2,544-43.4% |
| Participant deferral / active EE | $4,112 | $3,615+13.7% | $3,817+7.7% | $4,237-3.0% |
| Admin fee / account holder | $43 | $338-87.3% | $3,224-98.7% | $593-92.8% |