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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 111 N. WASHINGTON ST · GREEN BAY, WI 54301 | Advisory (Participants) | $27,866 |
PENSION INC.6+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $9,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,570 | $69,362-2.6% | $101,248-33.3% | $73,488-8.1% |
| Participation rate | 93.3% | 68.4%+24.9pp | 75.8%+17.5pp | 70.7%+22.7pp |
| Annual return | 15.86% | 18.46%-2.6pp | 46.47%-30.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,251 | $2,628-52.4% | $3,660-65.8% | $2,270-44.9% |
| Participant deferral / active EE | $5,467 | $3,300+65.7% | $4,370+25.1% | $3,740+46.2% |
| Admin fee / account holder | $240 | $704-65.9% | $5,945-96.0% | $513-53.2% |