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 |
|---|---|---|
STALKER & ASSOCIATES, INC.1+ years Filed as: STALKER AND ASSOCIATES, INC. Service code 15 · EIN 23-2756743 | Recordkeeping | $7,898 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $6,499 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 22 · EIN 51-0116113 | Insurance Broker | $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,939 | $70,002-64.4% | $115,037-78.3% | $52,331-52.3% |
| Participation rate | 64.8% | 72.1%-7.3pp | 81.4%-16.6pp | 68.1%-3.3pp |
| Annual return | -2.70% | 4.04%-6.7pp | 26.14%-28.8pp | 4.54%-7.2pp |
| Employer contribution / active EE | $509 | $2,715-81.3% | $4,608-89.0% | $1,882-73.0% |
| Participant deferral / active EE | $959 | $4,920-80.5% | $6,026-84.1% | $3,022-68.3% |
| Admin fee / account holder | $135 | $566-76.2% | $8,175-98.4% | $592-77.2% |