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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $98,863 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,057 | $96,403-45.0% | $93,606-43.3% | $77,787-31.8% |
| Participation rate | 64.6% | 87.6%-23.1pp | 75.8%-11.3pp | 73.2%-8.7pp |
| Annual return | 45.36% | 39.36%+6.0pp | 32.76%+12.6pp | 32.57%+12.8pp |
| Employer contribution / active EE | $2,031 | $3,616-43.8% | $2,718-25.3% | $2,504-18.9% |
| Participant deferral / active EE | $3,967 | $5,341-25.7% | $4,069-2.5% | $3,9670% |
| Admin fee / account holder | $177 | $90+98.2% | $7,888-97.8% | $100+77.3% |