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 | $22,504 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $8,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,559 | $79,171-34.9% | $102,423-49.7% | $74,495-30.8% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 26.25% | 54.93%-28.7pp | 29.32%-3.1pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $2,277 | $2,362-3.6% | $3,023-24.7% | $2,623-13.2% |
| Participant deferral / active EE | $4,336 | $4,415-1.8% | $5,053-14.2% | $4,346-0.2% |
| Admin fee / account holder | $217 | $2,001-89.2% | $9,451-97.7% | $1,942-88.8% |