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: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $23,578 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,060 | $37,393-38.3% | $77,024-70.1% | $66,914-65.5% |
| Participation rate | 63.7% | 52.9%+10.9pp | 67.9%-4.2pp | 69.8%-6.1pp |
| Annual return | -17.42% | -3.29%-14.1pp | 42.32%-59.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $363 | $1,531-76.3% | $2,812-87.1% | $2,544-85.7% |
| Participant deferral / active EE | $1,993 | $2,617-23.8% | $4,426-55.0% | $4,237-53.0% |
| Admin fee / account holder | $128 | $567-77.5% | $5,425-97.6% | $593-78.5% |