See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,732 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,718 |
Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,468 | $53,345+212.1% | $121,098+37.5% | $74,419+123.7% |
| Participation rate | 30.2% | 60.0%-29.8pp | 69.5%-39.3pp | 70.7%-40.5pp |
| Annual return | 24.27% | 35.15%-10.9pp | 985.75%-961.5pp | 34.38%-10.1pp |
| Employer contribution / active EE | $987 | $1,898-48.0% | $4,164-76.3% | $2,637-62.6% |
| Participant deferral / active EE | $2,226 | $3,221-30.9% | $4,080-45.4% | $4,528-50.8% |
| Admin fee / account holder | $44 | $382-88.5% | $5,644-99.2% | $348-87.4% |