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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 15 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Recordkeeping | $6,608 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,515 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,951 | $58,655-64.3% | $91,989-77.2% | $65,185-67.9% |
| Participation rate | 75.2% | 75.3%0pp | 78.6%-3.4pp | 70.2%+5.0pp |
| Annual return | 23.51% | 33.92%-10.4pp | 69.02%-45.5pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,265 | $2,080-39.2% | $3,452-63.4% | $2,177-41.9% |
| Participant deferral / active EE | $2,196 | $5,474-59.9% | $5,923-62.9% | $3,514-37.5% |
| Admin fee / account holder | $91 | $434-79.0% | $7,743-98.8% | $847-89.2% |