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 15 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Recordkeeping | $6,953 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,899 |
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 | $24,587 | $66,813-63.2% | $100,516-75.5% | $73,488-66.5% |
| Participation rate | 74.1% | 77.5%-3.4pp | 79.4%-5.3pp | 70.7%+3.4pp |
| Annual return | 18.08% | 25.70%-7.6pp | 30.89%-12.8pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,530 | $2,147-28.7% | $3,418-55.2% | $2,270-32.6% |
| Participant deferral / active EE | $2,446 | $5,883-58.4% | $6,270-61.0% | $3,740-34.6% |
| Admin fee / account holder | $94 | $512-81.7% | $8,081-98.8% | $513-81.8% |