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 42-0127290 | Contract Administrator | $46,380 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $14,182 |
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 | $36,601 | $47,105-22.3% | $68,368-46.5% | $67,986-46.2% |
| Participation rate | 86.2% | 51.8%+34.4pp | 73.8%+12.5pp | 57.2%+29.0pp |
| Annual return | 8.51% | 48.37%-39.9pp | 292.57%-284.1pp | 31.67%-23.2pp |
| Employer contribution / active EE | $1,745 | $1,859-6.1% | $2,649-34.1% | $2,019-13.5% |
| Participant deferral / active EE | $1,726 | $2,374-27.3% | $4,123-58.1% | $3,358-48.6% |
| Admin fee / account holder | $235 | $2,435-90.3% | $5,150-95.4% | $3,203-92.7% |