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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,146 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,783 | $99,078+71.4% | $96,544+75.9% | $74,419+128.1% |
| Participation rate | 59.0% | 80.7%-21.7pp | 76.0%-17.0pp | 70.7%-11.8pp |
| Annual return | 15.59% | 22.48%-6.9pp | 25.84%-10.3pp | 34.38%-18.8pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,623 | $4,933+54.5% | $4,851+57.1% | $4,528+68.3% |
| Admin fee / account holder | $41 | $225-81.6% | $8,252-99.5% | $348-88.1% |