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 BARNEY4 years Service code 99 | Other Fees | $63,931 |
OPEN ACQ LLC4 years Service code 49 · EIN 26-1766327 | Other Services | $20,720 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,681 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $0 |
OPEN ACQ LLC4 years Filed as: OPEN ACQ,LLC Service code 49 | Other Services | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $100,429 | $62,624+60.4% | $177,989-43.6% | $77,643+29.3% |
| Participation rate | 59.9% | 66.8%-6.9pp | 77.1%-17.2pp | 70.6%-10.6pp |
| Annual return | 12.99% | 16.16%-3.2pp | 294.48%-281.5pp | 31.24%-18.3pp |
| Employer contribution / active EE | $621 | $1,909-67.5% | $3,949-84.3% | $2,726-77.2% |
| Participant deferral / active EE | $6,058 | $4,219+43.6% | $6,276-3.5% | $4,647+30.4% |
| Admin fee / account holder | $35 | $386-91.0% | $10,363-99.7% | $430-91.9% |