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 |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $23,505 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 755 EAST MULBERRY, SUITE 300 · SAN ANTONIO, TX 78212 | Securities Custodian | $20,506 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,681 | $56,443-65.1% | $83,848-76.5% | $55,725-64.7% |
| Participation rate | 98.4% | 72.0%+26.4pp | 76.1%+22.3pp | 70.9%+27.6pp |
| Annual return | 8.51% | 393.67%-385.2pp | 850.88%-842.4pp | 244.93%-236.4pp |
| Employer contribution / active EE | $3,060 | $2,682+14.1% | $3,631-15.7% | $2,078+47.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $156-94.4% | $5,478-99.8% | $115-92.4% |