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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $47,516 |
METRO BENEFITS, INC.2 years Service code 14 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 152375232 | Plan Administrator | $37,111 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $1,889 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 12.44% | 12.11%+0.3pp | 12.93%-0.5pp | 16.32%-3.9pp |
| Employer contribution / active EE | $6,547 | $18,276-64.2% | $35,210-81.4% | $17,007-61.5% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |