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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,398 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY & CO LLC Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $25,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $63,535 | $29,369+116.3% | $77,482-18.0% | $73,409-13.5% |
| Participation rate | 10.6% | 37.9%-27.3pp | 54.2%-43.6pp | 72.2%-61.5pp |
| Annual return | 17.35% | 358.15%-340.8pp | 54.79%-37.4pp | 59.29%-41.9pp |
| Employer contribution / active EE | $291 | $406-28.3% | $986-70.5% | $2,234-87.0% |
| Participant deferral / active EE | $525 | $941-44.2% | $1,861-71.8% | $3,805-86.2% |
| Admin fee / account holder | $0 | $123-100.0% | $2,858-100.0% | $158-100.0% |