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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $98,764 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $68,248 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,305 |
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 | $73,415 | $129,021-43.1% | $184,203-60.1% | $77,643-5.4% |
| Participation rate | 66.1% | 87.3%-21.2pp | 86.8%-20.7pp | 70.6%-4.4pp |
| Annual return | 21.52% | 33.27%-11.8pp | 28.81%-7.3pp | 31.24%-9.7pp |
| Employer contribution / active EE | $3,011 | $4,413-31.8% | $6,427-53.2% | $2,726+10.5% |
| Participant deferral / active EE | $6,854 | $7,297-6.1% | $9,131-24.9% | $4,647+47.5% |
| Admin fee / account holder | $269 | $254+6.0% | $13,901-98.1% | $430-37.5% |