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 |
|---|---|---|
Filed as: MORGAN STANLEY INSURANCE SERVICES, Service code 22 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Insurance Broker | $14,554 |
Filed as: BENEFITS ADMINISTRATORS LLC Service code 13 269 WEST MAIN STREET · LEXINGTON, KY 40507 | Contract Administrator | $8,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,300 | $81,900-52.0% | $119,609-67.1% | $68,494-42.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.90% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,280 | $2,693-15.4% | $4,232-46.1% | $2,596-12.2% |
| Participant deferral / active EE | $2,156 | $4,148-48.0% | $5,602-61.5% | $4,027-46.5% |
| Admin fee / account holder | $64 | $6,582-99.0% | $10,323-99.4% | $5,403-98.8% |