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 LLP7+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 AON BLDG., STE. 800 · SAN JUAN, PR 00918 | Accounting | $82,165 |
MORGAN STANLEY SMITH BARNEY7+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,362 | $136,780-50.0% | $189,513-63.9% | $101,517-32.7% |
| Participation rate | 98.8% | 90.9%+7.9pp | 87.8%+11.0pp | 74.6%+24.2pp |
| Annual return | 19.43% | 37.00%-17.6pp | 555.15%-535.7pp | 21.00%-1.6pp |
| Employer contribution / active EE | $3,080 | $4,857-36.6% | $6,162-50.0% | $2,973+3.6% |
| Participant deferral / active EE | $3,876 | $7,572-48.8% | $8,221-52.9% | $4,873-20.5% |
| Admin fee / account holder | $11 | $64-82.4% | $12,045-99.9% | $139-91.9% |