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 BARNEY6+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 | Other Commissions | $6,151 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,035 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGANSTANLEY SMITHBARNEY, LLC Service code 55 · EIN 26-4310844 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $13,666 | $81,474-83.2% | $133,956-89.8% | $73,488-81.4% |
| Participation rate | 60.1% | 76.4%-16.2pp | 79.8%-19.7pp | 70.7%-10.6pp |
| Annual return | 16.26% | 19.40%-3.1pp | 45.09%-28.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $599 | $2,209-72.9% | $3,919-84.7% | $2,270-73.6% |
| Participant deferral / active EE | $662 | $3,786-82.5% | $5,048-86.9% | $3,740-82.3% |
| Admin fee / account holder | $13 | $713-98.2% | $8,927-99.9% | $513-97.5% |