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 LLP8+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 AON BLDG., STE. 800 · SAN JUAN, PR 00918 | Accounting | $161,170 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $46,350 |
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.
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 | $56,931 | $119,153-52.2% | $151,611-62.4% | $78,044-27.1% |
| Participation rate | 98.8% | 92.5%+6.4pp | 87.5%+11.4pp | 74.4%+24.4pp |
| Annual return | -14.35% | -10.83%-3.5pp | 3.33%-17.7pp | 10.87%-25.2pp |
| Employer contribution / active EE | $3,607 | $5,298-31.9% | $6,166-41.5% | $3,125+15.4% |
| Participant deferral / active EE | $4,410 | $8,624-48.9% | $8,363-47.3% | $5,084-13.3% |
| Admin fee / account holder | $15 | $69-77.5% | $11,616-99.9% | $79-80.4% |