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 HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,591 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Sales loads (fron... | $22,070 |
TAG RESOURCES, LLC2 years Service code 27 · EIN 62-1874769 | Advisory (Plan) | $15,593 |
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $4,112 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,849 | $46,292-76.6% | $143,757-92.5% | $64,808-83.3% |
| Participation rate | 66.8% | 64.2%+2.6pp | 80.3%-13.5pp | 71.5%-4.6pp |
| Annual return | -14.45% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $166 | $1,910-91.3% | $4,951-96.7% | $2,506-93.4% |
| Participant deferral / active EE | $1,701 | $2,646-35.7% | $5,637-69.8% | $4,310-60.5% |
| Admin fee / account holder | $96 | $154-37.7% | $14,673-99.3% | $188-49.0% |