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 |
|---|---|---|
NATIONWIDE4+ years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $53,306 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 55 | Other Commissions | $21,463 |
SKCG GROUP INC4+ years Service code 37 · EIN 13-3866919 123 MAIN ST · WHITE PLAINS, NY 10601 | Loan Processing | $10,248 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY & CO. Service code 55 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,885 | $52,953-17.1% | $172,739-74.6% | $65,185-32.7% |
| Participation rate | 69.7% | 66.2%+3.5pp | 82.6%-13.0pp | 70.2%-0.5pp |
| Annual return | 6.83% | 30.12%-23.3pp | 802.84%-796.0pp | 29.38%-22.6pp |
| Employer contribution / active EE | $1,656 | $2,190-24.4% | $5,143-67.8% | $2,177-23.9% |
| Participant deferral / active EE | $1,277 | $2,471-48.3% | $5,198-75.4% | $3,514-63.7% |
| Admin fee / account holder | $279 | $472-41.0% | $13,954-98.0% | $847-67.1% |