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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 20-8764829 | Other Services | $17,699 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $770 |
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 | $18,172 | $33,067-45.0% | $76,523-76.3% | $56,287-67.7% |
| Participation rate | 56.9% | 55.4%+1.5pp | 68.0%-11.1pp | 69.9%-12.9pp |
| Annual return | -6.00% | 2.72%-8.7pp | -0.27%-5.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $287 | $1,200-76.1% | $2,647-89.2% | $2,111-86.4% |
| Participant deferral / active EE | $1,535 | $2,240-31.5% | $3,835-60.0% | $3,350-54.2% |
| Admin fee / account holder | $5 | $537-99.1% | $4,848-99.9% | $521-99.1% |