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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $275,673 |
Service code 37 · EIN 04-2647786 | Loan Processing | $198,470 |
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $45,000 |
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 | $47,064 | $140,910-66.6% | $75,972-38.1% | $106,382-55.8% |
| Participation rate | 42.0% | 64.1%-22.1pp | 69.1%-27.0pp | 69.9%-27.9pp |
| Annual return | 16.16% | 16.51%-0.4pp | 359.55%-343.4pp | 17.37%-1.2pp |
| Employer contribution / active EE | $608 | $5,354-88.6% | $2,685-77.4% | $3,364-81.9% |
| Participant deferral / active EE | $2,148 | $5,004-57.1% | $4,255-49.5% | $5,569-61.4% |
| Admin fee / account holder | $52 | $117-55.9% | $6,467-99.2% | $79-34.8% |