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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,040 |
NATIONWIDE2 years Filed as: NATIONWIDE TRUST COMPANY FSB Service code 15 · EIN 31-1592130 | Recordkeeping | $12,172 |
AVINTUS3 years Filed as: AVINTUS, LLC Service code 13 · EIN 04-3682160 | Contract Administrator | $7,951 |
NATIONWIDE3 years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $6 |
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 | $27,395 | $76,050-64.0% | $96,544-71.6% | $71,457-61.7% |
| Participation rate | 73.0% | 74.4%-1.5pp | 76.0%-3.0pp | 67.9%+5.0pp |
| Annual return | 17.97% | 22.81%-4.8pp | 25.84%-7.9pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,213 | $2,244-45.9% | $2,965-59.1% | $2,588-53.1% |
| Participant deferral / active EE | $3,588 | $4,215-14.9% | $4,851-26.0% | $4,289-16.3% |
| Admin fee / account holder | $176 | $2,707-93.5% | $8,252-97.9% | $1,587-88.9% |