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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 13 ATTN MIDDLE OFFICE BALTIMORE · BALTIMORE, MD 21231 | Contract Administrator | $92,933 |
Service code 13 1125 NW COUCH ST · PORTLAND, OR 97209 | Contract Administrator | $15,760 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $15,684 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $9,184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,748 | $72,254+2.1% | $86,677-14.9% | $64,808+13.8% |
| Participation rate | 99.1% | 80.4%+18.7pp | 76.6%+22.6pp | 71.5%+27.7pp |
| Annual return | -15.31% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $3,565 | $2,393+49.0% | $2,836+25.7% | $2,506+42.3% |
| Participant deferral / active EE | $5,918 | $4,658+27.1% | $4,656+27.1% | $4,310+37.3% |
| Admin fee / account holder | $269 | $174+54.4% | $7,493-96.4% | $188+43.0% |