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 BARNEY6+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 · EIN 26-4310632 | Consulting | $100,000 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,606 |
Filed as: AXA EQUITABLE Service code 16 · EIN 23-1396794 | Consulting | $5,405 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,209 | $63,259-9.6% | $178,490-67.9% | $93,223-38.6% |
| Participation rate | 92.3% | 72.1%+20.2pp | 81.9%+10.4pp | 74.9%+17.4pp |
| Annual return | 16.39% | 19.93%-3.5pp | 151.07%-134.7pp | 19.29%-2.9pp |
| Employer contribution / active EE | $148 | $1,865-92.1% | $5,011-97.0% | $2,680-94.5% |
| Participant deferral / active EE | $4,639 | $3,372+37.6% | $5,202-10.8% | $4,563+1.7% |
| Admin fee / account holder | $16 | $58-72.7% | $13,984-99.9% | $79-80.0% |