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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,148 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,651 | $42,886+22.8% | $88,946-40.8% | $85,563-38.5% |
| Participation rate | 98.8% | 37.9%+60.9pp | 68.8%+30.0pp | 66.0%+32.9pp |
| Annual return | 20.05% | 44.56%-24.5pp | 57.82%-37.8pp | 31.51%-11.5pp |
| Employer contribution / active EE | $3,871 | $1,147+237.5% | $2,555+51.5% | $2,654+45.9% |
| Participant deferral / active EE | $7,601 | $2,108+260.6% | $4,581+65.9% | $4,375+73.7% |
| Admin fee / account holder | $235 | $2,263-89.6% | $8,261-97.2% | $834-71.9% |