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 | $143,487 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 20-8764829 | Consulting | $61,719 |
LEONARD J. MILLER & ASSOCIATES9+ 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 | $116,851 | $92,971+25.7% | $96,683+20.9% | $74,419+57.0% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.3%+24.8pp | 70.7%+28.4pp |
| Annual return | 14.62% | 37.49%-22.9pp | 35.69%-21.1pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,680 | $3,426-51.0% | $3,737-55.1% | $2,637-36.3% |
| Participant deferral / active EE | $5,445 | $3,970+37.2% | $4,878+11.6% | $4,528+20.3% |
| Admin fee / account holder | $245 | $633-61.2% | $6,730-96.4% | $348-29.5% |