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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,403 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,504 |
Service code 10 · EIN 72-1202445 | Accounting | $11,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $112,250 | $58,320+92.5% | $86,436+29.9% | $66,914+67.8% |
| Participation rate | 98.8% | 78.6%+20.2pp | 80.3%+18.5pp | 69.8%+29.0pp |
| Annual return | -14.55% | -9.71%-4.8pp | 4394.89%-4409.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,137 | $2,615-18.3% | $3,769-43.3% | $2,544-16.0% |
| Participant deferral / active EE | $7,951 | $6,899+15.2% | $6,952+14.4% | $4,237+87.7% |
| Admin fee / account holder | $224 | $546-58.9% | $6,731-96.7% | $593-62.2% |