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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 20-8764829 | Other Services | $18,269 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,565 |
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 | $21,401 | $38,365-44.2% | $84,611-74.7% | $65,185-67.2% |
| Participation rate | 56.1% | 55.7%+0.4pp | 68.2%-12.2pp | 70.2%-14.1pp |
| Annual return | 22.97% | 32.00%-9.0pp | 258.74%-235.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $280 | $1,258-77.8% | $2,652-89.4% | $2,177-87.1% |
| Participant deferral / active EE | $1,476 | $2,278-35.2% | $3,899-62.1% | $3,514-58.0% |
| Admin fee / account holder | $7 | $451-98.5% | $4,912-99.9% | $847-99.2% |