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 | $60,630 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $55,000 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $35,147 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $181,475 | $111,491+62.8% | $189,513-4.2% | $86,799+109.1% |
| Participation rate | 85.3% | 87.3%-2.0pp | 87.8%-2.5pp | 72.3%+13.0pp |
| Annual return | 28.15% | 83.50%-55.4pp | 555.15%-527.0pp | 97.91%-69.8pp |
| Employer contribution / active EE | $11,858 | $3,951+200.1% | $6,162+92.4% | $2,405+393.0% |
| Participant deferral / active EE | $7,466 | $6,437+16.0% | $8,221-9.2% | $4,131+80.7% |
| Admin fee / account holder | $239 | $189+26.5% | $12,045-98.0% | $170+40.8% |