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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $2,606 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO LLC Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,466 | $78,672-39.7% | $109,143-56.5% | $85,850-44.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.52% | 25.09%-13.6pp | 25.75%-14.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,877 | $2,735-31.4% | $3,722-49.6% | $2,565-26.8% |
| Participant deferral / active EE | $3,963 | $3,467+14.3% | $4,653-14.8% | $3,952+0.3% |
| Admin fee / account holder | $23 | $5,469-99.6% | $6,752-99.7% | $6,260-99.6% |