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 | $32,520 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $18,438 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,800 | $53,165-70.3% | $86,188-81.7% | $74,419-78.8% |
| Participation rate | 75.1% | 64.9%+10.3pp | 69.0%+6.2pp | 70.7%+4.4pp |
| Annual return | 12.73% | 22.64%-9.9pp | 1168.45%-1155.7pp | 34.38%-21.6pp |
| Employer contribution / active EE | $556 | $1,210-54.0% | $2,380-76.6% | $2,637-78.9% |
| Participant deferral / active EE | $2,129 | $3,234-34.2% | $3,985-46.6% | $4,528-53.0% |
| Admin fee / account holder | $111 | $551-79.9% | $6,852-98.4% | $348-68.1% |