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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $30,033 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,066 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,639 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,521 | $73,638+10.7% | $95,952-15.0% | $73,488+10.9% |
| Participation rate | 94.0% | 76.2%+17.8pp | 77.1%+16.9pp | 70.7%+23.3pp |
| Annual return | 14.88% | 16.78%-1.9pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $532 | $1,863-71.4% | $2,541-79.1% | $2,270-76.6% |
| Participant deferral / active EE | $4,338 | $3,617+19.9% | $4,167+4.1% | $3,740+16.0% |
| Admin fee / account holder | $104 | $482-78.5% | $6,795-98.5% | $513-79.8% |