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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $113,274 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 55 1300 THOMAS STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Commissions | $87,213 |
Annual investment return 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 | $66,001 | $64,612+2.1% | $86,436-23.6% | $64,808+1.8% |
| Participation rate | 99.4% | 81.5%+18.0pp | 80.3%+19.1pp | 71.5%+28.0pp |
| Annual return | -18.77% | 0.66%-19.4pp | 4394.89%-4413.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $3,643 | $2,744+32.7% | $3,769-3.3% | $2,506+45.4% |
| Participant deferral / active EE | $5,418 | $7,497-27.7% | $6,952-22.1% | $4,310+25.7% |
| Admin fee / account holder | $169 | $169-0.3% | $6,731-97.5% | $188-10.2% |