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 LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Other Services | $8,076 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,233 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,713 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
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.
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 | $35,264 | $104,317-66.2% | $159,436-77.9% | $86,799-59.4% |
| Participation rate | 49.7% | 77.7%-28.0pp | 82.8%-33.1pp | 72.3%-22.5pp |
| Annual return | 14.66% | 26.32%-11.7pp | 263.57%-248.9pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,422 | $3,451-58.8% | $4,829-70.6% | $2,405-40.9% |
| Participant deferral / active EE | $1,997 | $6,837-70.8% | $7,352-72.8% | $4,131-51.7% |
| Admin fee / account holder | $74 | $172-56.8% | $10,799-99.3% | $170-56.1% |