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 Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,894 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,789 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,281 | $101,317-44.5% | $146,958-61.7% | $74,495-24.4% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.2%+2.8pp | 67.2%+17.8pp |
| Annual return | 23.10% | 8730.91%-8707.8pp | 418.34%-395.2pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $3,683 | $3,810-3.3% | $4,933-25.3% | $2,623+40.4% |
| Participant deferral / active EE | $8,645 | $7,303+18.4% | $8,070+7.1% | $4,346+98.9% |
| Admin fee / account holder | $331 | $1,739-80.9% | $12,998-97.5% | $1,942-82.9% |