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: MORGAN STANLEY SMITH BARNEY LLC Service code 10 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Accounting | $14,290 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $3,033 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-0140105 2300 SOUTH COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $2,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,657 | $49,138+37.7% | $84,015-19.5% | $65,185+3.8% |
| Participation rate | 66.7% | 60.7%+5.9pp | 69.0%-2.3pp | 70.2%-3.5pp |
| Annual return | 19.40% | 23.00%-3.6pp | 71.31%-51.9pp | 29.38%-10.0pp |
| Employer contribution / active EE | $808 | $914-11.5% | $1,983-59.2% | $2,177-62.9% |
| Participant deferral / active EE | $2,085 | $2,397-13.0% | $3,239-35.6% | $3,514-40.7% |
| Admin fee / account holder | $206 | $543-62.1% | $6,101-96.6% | $847-75.7% |