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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 | Advisory (Plan) | $17,730 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,593 | $54,701+14.4% | $86,188-27.4% | $71,457-12.4% |
| Participation rate | 56.6% | 60.1%-3.5pp | 69.0%-12.4pp | 67.9%-11.3pp |
| Annual return | 15.54% | 20.06%-4.5pp | 1168.45%-1152.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,887 | $1,265+49.1% | $2,380-20.7% | $2,588-27.1% |
| Participant deferral / active EE | $4,016 | $3,108+29.2% | $3,985+0.8% | $4,289-6.4% |
| Admin fee / account holder | $252 | $1,922-86.9% | $6,852-96.3% | $1,587-84.1% |