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 BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 11 TWO JERICHO PLAZA · JERICHO, NY 11753 | Actuarial | $29,342 |
CORRELL CO.9+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $17,765 |
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 | $72,071 | $91,407-21.2% | $135,903-47.0% | $71,457+0.9% |
| Participation rate | 64.3% | 75.7%-11.4pp | 81.9%-17.6pp | 67.9%-3.6pp |
| Annual return | 17.60% | 29.90%-12.3pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,246 | $3,703-39.4% | $4,856-53.8% | $2,588-13.2% |
| Participant deferral / active EE | $6,953 | $7,092-2.0% | $7,758-10.4% | $4,289+62.1% |
| Admin fee / account holder | $242 | $1,266-80.9% | $10,762-97.8% | $1,587-84.8% |