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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $35,698 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $18,369 |
Service code 27 · EIN 62-1874769 | Advisory (Plan) | $16,791 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $14,237 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $3,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $12,863 | $47,126-72.7% | $149,673-91.4% | $74,419-82.7% |
| Participation rate | 44.1% | 63.4%-19.3pp | 78.8%-34.7pp | 70.7%-26.6pp |
| Annual return | 10.39% | 22.75%-12.4pp | 134.42%-124.0pp | 34.38%-24.0pp |
| Employer contribution / active EE | $379 | $1,905-80.1% | $4,818-92.1% | $2,637-85.6% |
| Participant deferral / active EE | $2,226 | $2,728-18.4% | $5,680-60.8% | $4,528-50.8% |
| Admin fee / account holder | $128 | $343-62.7% | $13,210-99.0% | $348-63.2% |