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 | $90,308 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,160 | $53,136+15.1% | $155,509-60.7% | $199,593-69.4% |
| Participation rate | 42.9% | 64.1%-21.2pp | 78.2%-35.3pp | 72.0%-29.1pp |
| Annual return | 13.53% | 41.15%-27.6pp | 64.67%-51.1pp | 34.25%-20.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,321 | $3,161-26.6% | $5,626-58.7% | $5,087-54.4% |
| Admin fee / account holder | $91 | $185-50.9% | $15,912-99.4% | $269-66.1% |