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 7-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $70,899 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $25,167 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,600 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,196 | $89,465+10.9% | $164,866-39.8% | $77,671+27.7% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.0pp |
| Annual return | 23.32% | 28.81%-5.5pp | 69.97%-46.6pp | 31.21%-7.9pp |
| Employer contribution / active EE | $3,124 | $2,568+21.7% | $4,343-28.1% | $2,726+14.6% |
| Participant deferral / active EE | $7,535 | $4,897+53.9% | $6,033+24.9% | $4,648+62.1% |
| Admin fee / account holder | $51 | $340-85.0% | $12,689-99.6% | $430-88.2% |