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 | Participant loan processing; Claims p... | $45,729 |
Service code 27 · EIN 42-1484983 | Advisory (Plan) | $18,531 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $18,510 |
TWO WEST CAPITAL ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $4,616 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $39 |
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 | $12,779 | $50,815-74.9% | $155,509-91.8% | $77,643-83.5% |
| Participation rate | 78.0% | 63.1%+14.9pp | 78.2%-0.2pp | 70.6%+7.4pp |
| Annual return | 11.86% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.4pp |
| Employer contribution / active EE | $624 | $1,993-68.7% | $4,672-86.6% | $2,726-77.1% |
| Participant deferral / active EE | $2,470 | $2,822-12.5% | $5,626-56.1% | $4,647-46.8% |
| Admin fee / account holder | $105 | $437-76.0% | $15,912-99.3% | $430-75.6% |