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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $45,503 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $26,600 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,284 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $55,383 | $81,908-32.4% | $90,749-39.0% | $64,808-14.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -13.08% | -12.53%-0.5pp | -12.16%-0.9pp | 32.82%-45.9pp |
| Employer contribution / active EE | $2,372 | $3,065-22.6% | $2,921-18.8% | $2,506-5.3% |
| Participant deferral / active EE | $3,739 | $4,840-22.7% | $4,564-18.1% | $4,310-13.2% |
| Admin fee / account holder | $60 | $157-62.0% | $8,445-99.3% | $188-68.2% |