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 Service code 28 · EIN 13-2655998 | Investment Management | $63,143 |
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 | Actuarial | $45,122 |
FIRST STATE TRUST COMPANY3 years Service code 21 · EIN 13-3124172 | Bank Trustee | $10,519 |
PGIM INVESTMENTS1 year Filed as: JENNISON & ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $6,647 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 9.20% | 11.70%-2.5pp | 7.32%+1.9pp | 18.34%-9.1pp |
| Employer contribution / active EE | $9,605 | $9,106+5.5% | $23,426-59.0% | $14,665-34.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |