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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $151,344 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $58,643 |
THE BENEFIT PRACTICE1 year Service code 99 1055 WASHINGTON BLVD. SUITE 540 · STAMFORD, CT 06901 | Other Fees | $10,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,925 | $130,141-79.3% | $86,677-68.9% | $77,904-65.4% |
| Participation rate | 86.4% | 85.9%+0.4pp | 76.6%+9.8pp | 73.7%+12.7pp |
| Annual return | -13.20% | -12.75%-0.5pp | 35.91%-49.1pp | 12.21%-25.4pp |
| Employer contribution / active EE | $1,265 | $3,220-60.7% | $2,836-55.4% | $2,848-55.6% |
| Participant deferral / active EE | $3,172 | $5,757-44.9% | $4,656-31.9% | $4,806-34.0% |
| Admin fee / account holder | $162 | $132+22.9% | $7,493-97.8% | $133+22.2% |