Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 49 · EIN 26-4310632 | Other Services | $17,527 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,100 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,674 | $45,343-39.0% | $150,298-81.6% | $67,986-59.3% |
| Participation rate | 59.5% | 51.9%+7.7pp | 77.8%-18.2pp | 57.2%+2.3pp |
| Annual return | 11.95% | 33.28%-21.3pp | 62.79%-50.8pp | 31.67%-19.7pp |
| Employer contribution / active EE | $2,009 | $1,462+37.5% | $4,154-51.6% | $2,019-0.5% |
| Participant deferral / active EE | $2,466 | $2,055+20.0% | $5,453-54.8% | $3,358-26.6% |
| Admin fee / account holder | $16 | $2,250-99.3% | $14,116-99.9% | $3,203-99.5% |