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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,019 |
Filed as: MORGAN STANLEY GBO Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,133 | $71,516+14.8% | $98,439-16.6% | $71,457+14.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 15.26% | 32.41%-17.1pp | 21.16%-5.9pp | 28.85%-13.6pp |
| Employer contribution / active EE | $4,640 | $2,399+93.4% | $3,048+52.2% | $2,588+79.3% |
| Participant deferral / active EE | $5,965 | $4,109+45.2% | $4,738+25.9% | $4,289+39.1% |
| Admin fee / account holder | $194 | $1,675-88.4% | $8,948-97.8% | $1,587-87.8% |