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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 71-0294708 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Investment Management | $0 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,580 | $49,451+89.2% | $79,550+17.6% | $66,914+39.8% |
| Participation rate | 23.3% | 61.3%-38.0pp | 69.5%-46.2pp | 69.8%-46.5pp |
| Annual return | -15.59% | 84.25%-99.8pp | 0.16%-15.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $134 | $1,266-89.4% | $2,413-94.5% | $2,544-94.7% |
| Participant deferral / active EE | $1,489 | $3,159-52.9% | $3,985-62.6% | $4,237-64.9% |
| Admin fee / account holder | $105 | $595-82.3% | $6,832-98.5% | $593-82.3% |