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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,174 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $21,745 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 13 · EIN 26-4310632 | Contract Administrator | $8,129 |
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 | $42,339 | $99,957-57.6% | $149,696-71.7% | $73,488-42.4% |
| Participation rate | 60.7% | 75.7%-15.0pp | 82.5%-21.7pp | 70.7%-9.9pp |
| Annual return | 16.73% | 53.87%-37.1pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,637 | $3,191-48.7% | $4,644-64.7% | $2,270-27.9% |
| Participant deferral / active EE | $3,384 | $6,073-44.3% | $6,842-50.5% | $3,740-9.5% |
| Admin fee / account holder | $244 | $551-55.6% | $9,309-97.4% | $513-52.4% |