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 BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 49 · EIN 51-0116113 | Other Services | $21,645 |
QBI, LLC1+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $8,598 |
PRB ADMINISTRATORS, INC.1+ years Filed as: PRB ADMINISTRATORS INCORPORATED Service code 13 · EIN 38-2799783 | Contract Administrator | $3,360 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,297 | $48,274+4.2% | $63,517-20.8% | $59,632-15.7% |
| Participation rate | 47.6% | 66.3%-18.7pp | 71.0%-23.4pp | 68.7%-21.1pp |
| Annual return | -0.44% | -240.79%+240.3pp | -70.30%+69.9pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $266 | $1,586-83.3% | $2,322-88.6% | $2,203-87.9% |
| Participant deferral / active EE | $2,421 | $2,343+3.3% | $2,953-18.0% | $3,192-24.2% |
| Admin fee / account holder | -$349 | $3,600-109.7% | $5,892-105.9% | $4,297-108.1% |