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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $294 |
Filed as: VOYA RETIREMENT INSURANCE Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,471 | $32,425+49.5% | $74,583-35.0% | $55,167-12.1% |
| Participation rate | 8.5% | 54.0%-45.5pp | 68.1%-59.6pp | 69.0%-60.5pp |
| Annual return | 10.10% | 10.63%-0.5pp | 20.47%-10.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $22 | $1,043-97.9% | $2,525-99.1% | $1,963-98.9% |
| Participant deferral / active EE | $297 | $1,995-85.1% | $3,458-91.4% | $3,054-90.3% |
| Admin fee / account holder | $20 | $748-97.3% | $4,138-99.5% | $504-96.0% |