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 OPERA Service code 99 · EIN 26-4310844 | Other Fees | $70,347 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $57,028 |
MORNINGSTAR2+ years Service code 99 · EIN 36-3297908 | Other Fees | $35,549 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 99 · EIN 41-0946258 | Other Fees | $25,855 |
THE QUICKRETE COMPANIES1 year Service code 99 · EIN 31-1683563 | Other Fees | $17,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,567 | $117,928-63.1% | $77,999-44.1% | $65,292-33.3% |
| Participation rate | 42.9% | 85.6%-42.7pp | 75.5%-32.6pp | 72.4%-29.5pp |
| Annual return | 8.40% | 11.37%-3.0pp | 425.96%-417.6pp | 11.84%-3.4pp |
| Employer contribution / active EE | $675 | $3,999-83.1% | $2,470-72.7% | $2,302-70.7% |
| Participant deferral / active EE | $1,397 | $5,945-76.5% | $3,497-60.1% | $3,579-61.0% |
| Admin fee / account holder | $30 | $66-55.4% | $5,480-99.5% | $57-48.5% |