Filed July 21, 2020
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 8-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 Service code 15 ONE PENN PLAZA · NEW YORK, NY 10119 | Recordkeeping | $17,397 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,239 | $73,638-38.6% | $108,410-58.3% | $79,386-43.0% |
| Participation rate | 84.2% | 77.4%+6.8pp | 80.1%+4.1pp | 70.7%+13.5pp |
| Annual return | 21.16% | 33.27%-12.1pp | 905.27%-884.1pp | 116.85%-95.7pp |
| Employer contribution / active EE | $3,240 | $2,397+35.2% | $3,558-9.0% | $2,427+33.5% |
| Participant deferral / active EE | $6,958 | $6,218+11.9% | $6,563+6.0% | $4,046+72.0% |
| Admin fee / account holder | $172 | $638-73.0% | $7,295-97.6% | $626-72.5% |