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 BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 28 STATE ST,32ND FL · BOSTON, MA 02109 | Recordkeeping | $2,493,638 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $1,425,732 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $49,593 |
RSM US LLP11+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $42,525 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SB LLC-OTHER REP IND Service code 49 · EIN 20-8764829 28 STATE ST,32ND FL · BOSTON, MA 02109 | Other Services | $0 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINCL SVCS INC-OTH REP INDIRECT Service code 99 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,524 | $77,577-20.7% | $101,794-39.6% | $140,769-56.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 69.2%+30.8pp | 74.2%+25.8pp |
| Annual return | 8.53% | 14.47%-5.9pp | 30.53%-22.0pp | 16.82%-8.3pp |
| Employer contribution / active EE | $6,449 | $1,318+389.4% | $2,289+181.8% | $3,906+65.1% |
| Participant deferral / active EE | $0 | $2,205-100.0% | $4,084-100.0% | $6,717-100.0% |
| Admin fee / account holder | $197 | $84+133.8% | $8,777-97.8% | $229-14.1% |