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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $51,130 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,720 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,018 | $111,608-63.2% | $177,821-76.9% | $73,409-44.1% |
| Participation rate | 99.2% | 87.9%+11.3pp | 87.7%+11.5pp | 72.2%+27.0pp |
| Annual return | 21.90% | 18.23%+3.7pp | 48.32%-26.4pp | 59.29%-37.4pp |
| Employer contribution / active EE | $1,137 | $3,796-70.1% | $5,918-80.8% | $2,234-49.1% |
| Participant deferral / active EE | $7,233 | $6,199+16.7% | $7,714-6.2% | $3,805+90.1% |
| Admin fee / account holder | $38 | $166-76.8% | $12,427-99.7% | $158-75.7% |