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 | $881,427 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $52,500 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BA Service code 26 · EIN 20-8764826 | Advisory (Participants) | $17,431 |
Filed as: REYNOLDS BONE & GRIESBEC Service code 10 · EIN 62-0428728 | Accounting | $13,100 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,271 | $42,127-23.4% | $84,966-62.0% | $106,382-69.7% |
| Participation rate | 81.4% | 36.6%+44.8pp | 67.5%+13.9pp | 69.9%+11.5pp |
| Annual return | 13.37% | 36.21%-22.8pp | 66.38%-53.0pp | 17.37%-4.0pp |
| Employer contribution / active EE | $1,013 | $825+22.8% | $2,727-62.8% | $3,364-69.9% |
| Participant deferral / active EE | $2,677 | $2,066+29.6% | $4,519-40.8% | $5,569-51.9% |
| Admin fee / account holder | $67 | $114-40.9% | $6,149-98.9% | $79-15.3% |