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 60 · EIN 04-2647786 | Sub-TA Fees | $22,890 |
VINFEN CORPORATION2 years Service code 26 · EIN 04-2632219 | Advisory (Participants) | $12,192 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 26-4310632 | Advisory (Participants) | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,633 | $45,382-52.3% | $154,107-86.0% | $75,289-71.3% |
| Participation rate | 23.1% | 65.9%-42.8pp | 83.0%-60.0pp | 72.4%-49.4pp |
| Annual return | 10.70% | -0.47%+11.2pp | 735.12%-724.4pp | -0.04%+10.7pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $756 | $2,384-68.3% | $5,081-85.1% | $3,739-79.8% |
| Admin fee / account holder | $45 | $89-49.4% | $13,411-99.7% | $102-55.8% |