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 15 · EIN 48-1205033 | Recordkeeping | $34,941 |
MORGAN STANLEY SMITH BARNEY4 years Service code 27 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Plan) | $27,351 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,864 | $61,156-41.4% | $185,823-80.7% | $79,386-54.8% |
| Participation rate | 72.6% | 66.6%+6.0pp | 81.7%-9.1pp | 70.7%+1.9pp |
| Annual return | 11.96% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,478 | $2,321-36.3% | $5,167-71.4% | $2,427-39.1% |
| Participant deferral / active EE | $2,706 | $2,789-3.0% | $5,568-51.4% | $4,046-33.1% |
| Admin fee / account holder | $280 | $710-60.5% | $16,237-98.3% | $626-55.3% |