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 BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES, Service code 22 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Insurance Broker | $14,474 |
BENEFITS ADMINISTRATORS, LLC2 years Filed as: BENEFITS ADMINISTRATORS LLC Service code 13 269 WEST MAIN STREET · LEXINGTON, KY 40507 | Contract Administrator | $7,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,110 | $104,699-60.7% | $129,995-68.4% | - |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.5%+21.5pp | - |
| Annual return | 15.17% | 12.02%+3.1pp | -137.18%+152.3pp | - |
| Employer contribution / active EE | $2,412 | $2,071+16.5% | $4,320-44.2% | - |
| Participant deferral / active EE | $2,184 | $4,216-48.2% | $5,820-62.5% | - |
| Admin fee / account holder | $54 | $5,899-99.1% | $10,614-99.5% | - |