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 | $56,317-35.0% | $71,209-48.6% | $74,304-50.7% |
| Participation rate | 86.2% | 55.1%+31.1pp | 73.8%+12.5pp | 60.3%+25.9pp |
| Annual return | 8.51% | 42.83%-34.3pp | 282.51%-274.0pp | 29.43%-20.9pp |
| Employer contribution / active EE | $1,745 | $2,160-19.2% | $2,721-35.9% | $2,241-22.1% |
| Participant deferral / active EE | $1,726 | $2,788-38.1% | $4,175-58.6% | $3,767-54.2% |
| Admin fee / account holder | $235 | $2,290-89.7% | $5,349-95.6% | $2,969-92.1% |