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 6-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,751 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $10,424 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,486 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $904 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $21 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,112 | $79,428-74.7% | $106,548-81.1% | $79,386-74.7% |
| Participation rate | 89.1% | 74.1%+15.0pp | 76.1%+13.0pp | 70.7%+18.4pp |
| Annual return | 15.08% | 18.27%-3.2pp | 26.80%-11.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,640 | $2,234-26.6% | $2,819-41.8% | $2,427-32.5% |
| Participant deferral / active EE | $2,962 | $3,823-22.5% | $4,398-32.6% | $4,046-26.8% |
| Admin fee / account holder | $144 | $523-72.5% | $7,407-98.1% | $626-77.1% |