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 | $70,137 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $55,000 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $50,650 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $165,861 | $100,227+65.5% | $169,993-2.4% | $74,419+122.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 5.19% | 66.08%-60.9pp | 53.37%-48.2pp | 34.38%-29.2pp |
| Employer contribution / active EE | $6,993 | $4,263+64.0% | $6,785+3.1% | $2,637+165.1% |
| Participant deferral / active EE | $9,879 | $7,143+38.3% | $10,408-5.1% | $4,528+118.2% |
| Admin fee / account holder | $260 | $234+11.1% | $12,815-98.0% | $348-25.1% |