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 LLP5+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 AON BLDG., STE. 800 · SAN JUAN, PR 00918 | Accounting | $84,165 |
MORGAN STANLEY SMITH BARNEY5+ 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 | $46,134 | $110,760-58.3% | $162,163-71.6% | $82,204-43.9% |
| Participation rate | 86.4% | 92.7%-6.3pp | 87.6%-1.2pp | 73.4%+13.0pp |
| Annual return | 21.38% | 22.97%-1.6pp | 115.59%-94.2pp | 26.31%-4.9pp |
| Employer contribution / active EE | $2,701 | $4,437-39.1% | $5,614-51.9% | $2,707-0.2% |
| Participant deferral / active EE | $3,069 | $6,652-53.9% | $7,298-57.9% | $4,246-27.7% |
| Admin fee / account holder | $15 | $65-77.7% | $10,843-99.9% | $76-80.8% |