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 |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $155,603 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $105,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,312 | $53,136+81.3% | $155,509-38.1% | $199,593-51.7% |
| Participation rate | 65.9% | 64.1%+1.8pp | 78.2%-12.3pp | 72.0%-6.1pp |
| Annual return | 11.80% | 41.15%-29.3pp | 64.67%-52.9pp | 34.25%-22.5pp |
| Employer contribution / active EE | $736 | $1,851-60.2% | $4,672-84.2% | $3,034-75.7% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $221 | $185+19.4% | $15,912-98.6% | $269-17.7% |