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 Service code 15 · EIN 20-8764829 | Recordkeeping | $30,946 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 15 · EIN 11-3658445 | Recordkeeping | $30,824 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $228,103 | $79,013+188.7% | $100,391+127.2% | $74,495+206.2% |
| Participation rate | 51.5% | 79.5%-28.0pp | 81.5%-30.0pp | 67.2%-15.7pp |
| Annual return | 13.33% | 20.41%-7.1pp | 49.20%-35.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,106 | $7,760-21.3% | $8,082-24.5% | $4,346+40.5% |
| Admin fee / account holder | $31 | $1,320-97.7% | $7,899-99.6% | $1,942-98.4% |