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 LLP4+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 AON BLDG., STE. 800 · SAN JUAN, PR 00918 | Accounting | $84,165 |
MORGAN STANLEY SMITH BARNEY4+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,270 | $104,281-63.3% | $140,016-72.7% | $68,904-44.5% |
| Participation rate | 86.5% | 89.1%-2.6pp | 87.5%-0.9pp | 74.1%+12.4pp |
| Annual return | 6.10% | -1.33%+7.4pp | 651.12%-645.0pp | 1.07%+5.0pp |
| Employer contribution / active EE | $2,331 | $4,070-42.7% | $5,606-58.4% | $2,540-8.2% |
| Participant deferral / active EE | $2,581 | $6,129-57.9% | $6,927-62.7% | $4,015-35.7% |
| Admin fee / account holder | $15 | $79-80.5% | $10,705-99.9% | $71-78.5% |