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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 71-0294708 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $0 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES6+ 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 | $104,191 | $54,573+90.9% | $90,951+14.6% | $73,488+41.8% |
| Participation rate | 28.3% | 61.2%-32.8pp | 69.0%-40.7pp | 70.7%-42.3pp |
| Annual return | 17.67% | 16.69%+1.0pp | 134.60%-116.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $79 | $991-92.0% | $2,122-96.3% | $2,270-96.5% |
| Participant deferral / active EE | $1,343 | $2,517-46.7% | $3,373-60.2% | $3,740-64.1% |
| Admin fee / account holder | $41 | $521-92.1% | $5,959-99.3% | $513-91.9% |