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 14 · EIN 36-3145972 | Plan Administrator | $49,321 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,375 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,372 | $88,515+58.6% | $162,163-13.4% | $67,579+107.7% |
| Participation rate | 90.7% | 86.8%+3.9pp | 87.6%+3.2pp | 71.3%+19.5pp |
| Annual return | 20.77% | 27.04%-6.3pp | 115.59%-94.8pp | 378.56%-357.8pp |
| Employer contribution / active EE | $781 | $3,563-78.1% | $5,614-86.1% | $2,148-63.6% |
| Participant deferral / active EE | $7,344 | $5,724+28.3% | $7,298+0.6% | $3,539+107.5% |
| Admin fee / account holder | $113 | $124-8.7% | $10,843-99.0% | $142-20.7% |