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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP11+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 AON BLDG., STE. 800 · SAN JUAN, PR 00918 | Accounting | $93,009 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $61,800 |
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 | $98,730 | $182,927-46.0% | $200,582-50.8% | $117,739-16.1% |
| Participation rate | 99.0% | 92.5%+6.6pp | 86.9%+12.1pp | 76.6%+22.4pp |
| Annual return | 17.50% | 15.76%+1.7pp | 42.33%-24.8pp | 17.29%+0.2pp |
| Employer contribution / active EE | $4,124 | $5,985-31.1% | $6,419-35.8% | $3,746+10.1% |
| Participant deferral / active EE | $5,295 | $9,711-45.5% | $9,331-43.3% | $6,128-13.6% |
| Admin fee / account holder | $16 | $95-83.7% | $16,305-99.9% | $112-86.1% |