Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,651 | $38,967+35.1% | $86,233-38.9% | $79,634-33.9% |
| Participation rate | 98.8% | 34.1%+64.8pp | 69.0%+29.8pp | 62.5%+36.3pp |
| Annual return | 20.05% | 49.90%-29.8pp | 61.39%-41.3pp | 36.46%-16.4pp |
| Employer contribution / active EE | $3,871 | $868+345.7% | $2,504+54.6% | $2,529+53.0% |
| Participant deferral / active EE | $7,601 | $1,663+357.2% | $4,559+66.7% | $3,835+98.2% |
| Admin fee / account holder | $235 | $2,660-91.2% | $8,342-97.2% | $1,002-76.6% |