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 8-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,462 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,138 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,384 | $84,784+182.3% | $98,439+143.2% | $74,419+221.7% |
| Participation rate | 98.9% | 81.5%+17.4pp | 75.2%+23.8pp | 70.7%+28.2pp |
| Annual return | 17.93% | 20.59%-2.7pp | 21.16%-3.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $5,970 | $3,364+77.5% | $3,048+95.9% | $2,637+126.4% |
| Participant deferral / active EE | $11,179 | $5,218+114.2% | $4,738+136.0% | $4,528+146.9% |
| Admin fee / account holder | $8 | $204-96.0% | $8,948-99.9% | $348-97.6% |