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 42-0127290 | Contract Administrator | $145,372 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 20-8764829 | Consulting | $71,638 |
LEONARD J. MILLER & ASSOCIATES8+ years Service code 10 · EIN 52-1193166 | Accounting | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,370 | $106,236+3.9% | $112,228-1.7% | $64,808+70.3% |
| Participation rate | 99.2% | 71.7%+27.5pp | 75.1%+24.1pp | 71.5%+27.7pp |
| Annual return | -14.43% | -6.02%-8.4pp | 27.45%-41.9pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,587 | $3,166-49.9% | $3,635-56.3% | $2,506-36.7% |
| Participant deferral / active EE | $5,007 | $3,785+32.3% | $4,728+5.9% | $4,310+16.2% |
| Admin fee / account holder | $286 | $452-36.6% | $6,410-95.5% | $188+52.4% |