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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $0 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 · EIN 39-1915811 5525 GREEN BAY ROAD · KENOSHA, WI 531443737 | Other Services | $0 |
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.
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 | $84,793 | $49,138+72.6% | $84,015+0.9% | $65,185+30.1% |
| Participation rate | 30.6% | 60.7%-30.2pp | 69.0%-38.5pp | 70.2%-39.6pp |
| Annual return | 20.43% | 23.00%-2.6pp | 71.31%-50.9pp | 29.38%-9.0pp |
| Employer contribution / active EE | $67 | $914-92.7% | $1,983-96.6% | $2,177-96.9% |
| Participant deferral / active EE | $1,601 | $2,397-33.2% | $3,239-50.6% | $3,514-54.4% |
| Admin fee / account holder | $235 | $543-56.8% | $6,101-96.2% | $847-72.3% |