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 | $69,463 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $55,000 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $46,520 |
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 | $154,847 | $86,897+78.2% | $151,611+2.1% | $64,808+138.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.64% | -3.57%-11.1pp | 3.33%-18.0pp | 32.82%-47.5pp |
| Employer contribution / active EE | $10,596 | $4,010+164.2% | $6,166+71.8% | $2,506+322.9% |
| Participant deferral / active EE | $8,941 | $6,690+33.6% | $8,363+6.9% | $4,310+107.4% |
| Admin fee / account holder | $250 | $153+63.4% | $11,616-97.8% | $188+33.0% |