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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,424 |
Filed as: MORGAN STANLEY Service code 70 · EIN 13-3799749 | Consulting Fees | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,387 | $56,606-30.4% | $67,834-41.9% | $65,292-39.7% |
| Participation rate | 34.8% | 62.4%-27.7pp | 68.8%-34.0pp | 72.4%-37.7pp |
| Annual return | 8.01% | 16.19%-8.2pp | 138.47%-130.5pp | 11.84%-3.8pp |
| Employer contribution / active EE | $397 | $1,797-77.9% | $2,403-83.5% | $2,302-82.7% |
| Participant deferral / active EE | $1,134 | $2,804-59.6% | $3,160-64.1% | $3,579-68.3% |
| Admin fee / account holder | $6 | $57-89.9% | $4,622-99.9% | $57-90.1% |