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 SMITH BARNEY, LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $0 |
THE ROSE FINANCIAL GROUP LLC2 years Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 49 6602 E 75TH STREET, SUITE 200 · INDIANAPOLIS, IN 46250 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,341 | $20,316+472.7% | $66,042+76.2% | $74,304+56.6% |
| Participation rate | 47.9% | 62.8%-14.9pp | 67.5%-19.6pp | 60.3%-12.5pp |
| Annual return | 14.48% | 28.10%-13.6pp | 52.11%-37.6pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,363 | $745+83.1% | $1,579-13.7% | $2,241-39.2% |
| Participant deferral / active EE | $3,127 | $1,615+93.6% | $2,835+10.3% | $3,767-17.0% |
| Admin fee / account holder | $400 | $1,668-76.0% | $5,747-93.0% | $2,969-86.5% |