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 BARNEY2 years Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $8,666 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,921 | $42,353+6.1% | $79,550-43.5% | $64,808-30.7% |
| Participation rate | 9.0% | 64.8%-55.7pp | 69.5%-60.4pp | 71.5%-62.4pp |
| Annual return | -24.21% | -12.24%-12.0pp | 0.16%-24.4pp | 32.82%-57.0pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $316 | $3,170-90.0% | $3,985-92.1% | $4,310-92.7% |
| Admin fee / account holder | $159 | $160-0.3% | $6,832-97.7% | $188-15.3% |