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 Service code 49 · EIN 26-4310632 | Other Services | $28,595 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,414 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,604 | $65,557-27.4% | $64,056-25.7% | $71,457-33.4% |
| Participation rate | 84.8% | 73.2%+11.6pp | 72.3%+12.5pp | 67.9%+16.9pp |
| Annual return | 9.20% | 18.94%-9.7pp | 33.69%-24.5pp | 28.85%-19.6pp |
| Employer contribution / active EE | $1,645 | $2,669-38.4% | $2,747-40.1% | $2,588-36.4% |
| Participant deferral / active EE | $4,168 | $3,626+15.0% | $3,880+7.4% | $4,289-2.8% |
| Admin fee / account holder | $39 | $616-93.7% | $3,068-98.7% | $1,587-97.6% |