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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $68,374 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $55,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $40,900 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return 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 | $146,706 | $111,608+31.4% | $177,821-17.5% | $73,409+99.8% |
| Participation rate | 88.0% | 87.9%+0.2pp | 87.7%+0.3pp | 72.2%+15.9pp |
| Annual return | 5.77% | 18.23%-12.5pp | 48.32%-42.6pp | 59.29%-53.5pp |
| Employer contribution / active EE | $6,356 | $3,796+67.4% | $5,918+7.4% | $2,234+184.6% |
| Participant deferral / active EE | $6,990 | $6,199+12.8% | $7,714-9.4% | $3,805+83.7% |
| Admin fee / account holder | $265 | $166+60.3% | $12,427-97.9% | $158+68.1% |