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 9-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 · EIN 11-3658445 | Advisory (Participants) | $46,490 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $46,488 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,262 | $55,415+135.1% | $155,509-16.2% | $74,495+74.9% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.4pp | 67.2%+30.3pp |
| Annual return | 14.04% | 268.50%-254.5pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,551 | $2,267+144.8% | $4,672+18.8% | $2,623+111.6% |
| Participant deferral / active EE | $12,901 | $2,836+354.9% | $5,626+129.3% | $4,346+196.9% |
| Admin fee / account holder | $289 | $1,738-83.4% | $15,912-98.2% | $1,942-85.1% |