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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $80,638 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,053 |
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 | $244,510 | $98,727+147.7% | $113,168+116.1% | $85,563+185.8% |
| Participation rate | 59.8% | 80.8%-21.0pp | 76.6%-16.7pp | 66.0%-6.1pp |
| Annual return | 14.11% | 17.43%-3.3pp | 24.27%-10.2pp | 31.51%-17.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $9,299 | $5,424+71.4% | $5,107+82.1% | $4,375+112.5% |
| Admin fee / account holder | $80 | $357-77.5% | $12,068-99.3% | $834-90.4% |