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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $23,002 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $7,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,388 |
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 | $92,364 | $89,652+3.0% | $141,162-34.6% | $65,185+41.7% |
| Participation rate | 66.2% | 74.7%-8.5pp | 82.5%-16.3pp | 70.2%-4.0pp |
| Annual return | 25.86% | 32.79%-6.9pp | 71.39%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $2,751 | $3,065-10.2% | $4,735-41.9% | $2,177+26.4% |
| Participant deferral / active EE | $5,789 | $5,691+1.7% | $6,709-13.7% | $3,514+64.7% |
| Admin fee / account holder | $221 | $569-61.2% | $10,261-97.9% | $847-74.0% |