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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,596 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO, LLC Service code 72 ANNUNITY AND INS. OPERATOR · NEW YORK, NY 10004 | Other investment fees and expenses | $13,700 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO. LLC Service code 33 | Securities brokerage; Other fees | $13,700 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 64 270 NORTHPOINTE, PARKWAY STE 10 · AMHERST, NY 14228 | Recordkeeping Fees | $10,091 |
PENSION SERVICES, INC.1+ years Filed as: THE PENSION SERVICES INC. Service code 19 | Securities Custodian | $3,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,395 | $33,745-42.5% | $64,105-69.7% | $55,191-64.9% |
| Participation rate | 44.9% | 59.4%-14.4pp | 68.2%-23.2pp | 69.2%-24.2pp |
| Annual return | -1.93% | 4.95%-6.9pp | 791.24%-793.2pp | 10.78%-12.7pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $624 | $1,929-67.7% | $2,822-77.9% | $3,046-79.5% |
| Admin fee / account holder | $146 | $94+54.8% | $4,499-96.8% | $91+60.9% |