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 OP. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $89,952 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,342 |
CLARK, SCHAEFER, HACKETT & CO.8+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $10,000 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $8,270 |
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 | $90,242 | $42,353+113.1% | $79,550+13.4% | $64,808+39.2% |
| Participation rate | 52.9% | 64.8%-11.9pp | 69.5%-16.6pp | 71.5%-18.6pp |
| Annual return | -17.82% | -12.24%-5.6pp | 0.16%-18.0pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,066 | $1,181+75.0% | $2,413-14.4% | $2,506-17.6% |
| Participant deferral / active EE | $4,374 | $3,170+38.0% | $3,985+9.8% | $4,310+1.5% |
| Admin fee / account holder | $242 | $160+51.8% | $6,832-96.5% | $188+29.0% |