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 | $2,640 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,426 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO LLC Service code 33 · EIN 13-2655998 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,354 | $64,119-41.7% | $112,228-66.7% | $66,914-44.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -9.13% | -13.81%+4.7pp | 27.45%-36.6pp | 1.58%-10.7pp |
| Employer contribution / active EE | $3,224 | $3,005+7.3% | $3,635-11.3% | $2,544+26.7% |
| Participant deferral / active EE | $3,311 | $3,693-10.3% | $4,728-30.0% | $4,237-21.9% |
| Admin fee / account holder | $34 | $625-94.6% | $6,410-99.5% | $593-94.3% |