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 LLP9+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 AON BLDG., STE. 800 · SAN JUAN, PR 00918 | Accounting | $90,382 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $77,250 |
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 | $70,446 | $129,756-45.7% | $169,993-58.6% | $103,482-31.9% |
| Participation rate | 98.8% | 91.3%+7.6pp | 87.0%+11.8pp | 73.3%+25.6pp |
| Annual return | 18.23% | 20.17%-1.9pp | 53.37%-35.1pp | 33.11%-14.9pp |
| Employer contribution / active EE | $2,085 | $5,236-60.2% | $6,785-69.3% | $3,208-35.0% |
| Participant deferral / active EE | $4,859 | $8,283-41.3% | $10,408-53.3% | $5,207-6.7% |
| Admin fee / account holder | $15 | $73-78.8% | $12,815-99.9% | $114-86.4% |