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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $213,981 |
EISNERAMPER LLP5 years Service code 10 · EIN 87-1363769 | Accounting | $56,700 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,740 | $112,623-31.9% | $106,213-27.7% | $199,593-61.6% |
| Participation rate | 93.5% | 86.2%+7.3pp | 75.3%+18.3pp | 72.0%+21.6pp |
| Annual return | 15.26% | 15.57%-0.3pp | 116.14%-100.9pp | 34.25%-19.0pp |
| Employer contribution / active EE | $4,032 | $4,575-11.9% | $3,171+27.1% | $3,034+32.9% |
| Participant deferral / active EE | $9,041 | $6,659+35.8% | $5,016+80.3% | $5,087+77.7% |
| Admin fee / account holder | $87 | $107-18.7% | $11,033-99.2% | $269-67.6% |