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 INC. Service code 19 · EIN 20-8764829 | Securities Custodian | $130,697 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 13 · EIN 46-5378846 | Contract Administrator | $15,263 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $14,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,898-100.0% | $117,472-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 70.6%-70.6pp | 71.5%-71.5pp |
| Annual return | -16.07% | -15.54%-0.5pp | 29.74%-45.8pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,035 | $1,774+14.7% | $4,176-51.3% | $2,506-18.8% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,070-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $5,645-100.0% | $188-100.0% |