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 GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $37,504 |
Filed as: TRANAMERICA RETIREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $16,171 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,285 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,171 | $65,435-53.9% | $86,677-65.2% | $66,914-54.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -19.07% | -10.89%-8.2pp | 35.91%-55.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,982 | $2,153+38.5% | $2,836+5.1% | $2,544+17.2% |
| Participant deferral / active EE | $7,633 | $4,100+86.2% | $4,656+64.0% | $4,237+80.2% |
| Admin fee / account holder | $214 | $642-66.6% | $7,493-97.1% | $593-63.9% |