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 Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $26,011 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,855 | $52,293-4.7% | $178,490-72.1% | $73,409-32.1% |
| Participation rate | 28.2% | 65.3%-37.2pp | 81.9%-53.8pp | 72.2%-44.0pp |
| Annual return | 15.03% | 34.75%-19.7pp | 151.07%-136.0pp | 59.29%-44.3pp |
| Employer contribution / active EE | $178 | $1,735-89.7% | $5,011-96.4% | $2,234-92.0% |
| Participant deferral / active EE | $811 | $2,332-65.2% | $5,202-84.4% | $3,805-78.7% |
| Admin fee / account holder | $35 | $127-72.6% | $13,984-99.8% | $158-77.9% |