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 GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,693 |
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY FSB Service code 15 · EIN 31-1592130 | Recordkeeping | $10,548 |
AVINTUS2 years Filed as: AVINTUS, LLC Service code 13 · EIN 04-3682160 | Contract Administrator | $6,290 |
NATIONWIDE2 years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $1,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,194 | $65,435-67.6% | $86,677-75.5% | $66,914-68.3% |
| Participation rate | 76.0% | 75.5%+0.6pp | 76.6%-0.5pp | 69.8%+6.2pp |
| Annual return | -17.38% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,640 | $2,153-23.8% | $2,836-42.2% | $2,544-35.5% |
| Participant deferral / active EE | $3,294 | $4,100-19.7% | $4,656-29.2% | $4,237-22.3% |
| Admin fee / account holder | $154 | $642-75.9% | $7,493-97.9% | $593-74.0% |