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: MORGAN STANLEY Service code 27 | Advisory (Plan) | $15,295 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,848 |
PENSION WORKS, INC.3 years Filed as: PENSION WORKS, INC Service code 50 · EIN 03-0359635 | Direct Payment | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,821 | $54,573+6.0% | $90,951-36.4% | $73,488-21.3% |
| Participation rate | 67.5% | 61.2%+6.3pp | 69.0%-1.5pp | 70.7%-3.2pp |
| Annual return | 15.03% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $286 | $991-71.2% | $2,122-86.5% | $2,270-87.4% |
| Participant deferral / active EE | $2,151 | $2,517-14.6% | $3,373-36.2% | $3,740-42.5% |
| Admin fee / account holder | $238 | $521-54.3% | $5,959-96.0% | $513-53.6% |