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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,357 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE ND Service code 13 · EIN 06-1050034 | Contract Administrator | $14,702 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,554 | $73,638+78.7% | $108,410+21.3% | $79,386+65.7% |
| Participation rate | 98.3% | 77.4%+21.0pp | 80.1%+18.2pp | 70.7%+27.6pp |
| Annual return | 15.90% | 33.27%-17.4pp | 905.27%-889.4pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,285 | $2,397-4.7% | $3,558-35.8% | $2,427-5.9% |
| Participant deferral / active EE | $7,590 | $6,218+22.1% | $6,563+15.6% | $4,046+87.6% |
| Admin fee / account holder | $163 | $638-74.5% | $7,295-97.8% | $626-74.1% |