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 4-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 BARNEY1+ years Filed as: JP MORGAN Service code 15 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping | $530 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,325 | $56,503-95.9% | $70,092-96.7% | $64,808-96.4% |
| Participation rate | 3.5% | 70.5%-67.0pp | 70.5%-67.0pp | 71.5%-68.0pp |
| Annual return | 0.00% | -13.44%+13.4pp | 190.73%-190.7pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $104 | $3,389-96.9% | $3,849-97.3% | $4,310-97.6% |
| Admin fee / account holder | $31 | $160-80.6% | $6,267-99.5% | $188-83.4% |