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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $46,614 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,005 | $62,624-18.6% | $177,989-71.3% | $77,643-34.3% |
| Participation rate | 50.1% | 66.8%-16.7pp | 77.1%-27.0pp | 70.6%-20.5pp |
| Annual return | 14.58% | 16.16%-1.6pp | 294.48%-279.9pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,713 | $1,909-10.3% | $3,949-56.6% | $2,726-37.2% |
| Participant deferral / active EE | $2,901 | $4,219-31.2% | $6,276-53.8% | $4,647-37.6% |
| Admin fee / account holder | $202 | $386-47.5% | $10,363-98.0% | $430-53.0% |