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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,251 |
NATIONWIDE4 years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $11,769 |
Service code 13 · EIN 63-0926271 | Contract Administrator | $8,882 |
AVINTUS4 years Filed as: AVINTUS, LLC Service code 13 · EIN 04-3682160 | Contract Administrator | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,766 | $88,890-60.9% | $102,423-66.1% | $77,643-55.2% |
| Participation rate | 64.7% | 80.9%-16.2pp | 76.5%-11.8pp | 70.6%-5.9pp |
| Annual return | 14.28% | 24.98%-10.7pp | 29.32%-15.0pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,742 | $2,698-35.4% | $3,023-42.4% | $2,726-36.1% |
| Participant deferral / active EE | $4,318 | $5,145-16.1% | $5,053-14.6% | $4,647-7.1% |
| Admin fee / account holder | $225 | $235-4.4% | $9,451-97.6% | $430-47.7% |