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 5-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 BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $63,566 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,820 |
STOWE & DEGON, LLC1+ years Filed as: STOWE & DEGON Service code 14 · EIN 04-3379904 | Plan Administrator | $13,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,128 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,881 | $176,491-74.0% | $95,952-52.2% | $90,288-49.2% |
| Participation rate | 84.2% | 86.6%-2.4pp | 77.1%+7.1pp | 73.4%+10.9pp |
| Annual return | 16.32% | 20.14%-3.8pp | 91.61%-75.3pp | 53.97%-37.6pp |
| Employer contribution / active EE | $322 | $2,789-88.4% | $2,541-87.3% | $2,524-87.2% |
| Participant deferral / active EE | $2,565 | $5,340-52.0% | $4,167-38.4% | $4,232-39.4% |
| Admin fee / account holder | $38 | $154-75.6% | $6,795-99.4% | $114-67.0% |