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 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $23,464 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,612 | $65,435+21.7% | $86,677-8.2% | $66,914+19.0% |
| Participation rate | 83.2% | 75.5%+7.7pp | 76.6%+6.6pp | 69.8%+13.4pp |
| Annual return | -15.30% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $582 | $2,153-73.0% | $2,836-79.5% | $2,544-77.1% |
| Participant deferral / active EE | $2,529 | $4,100-38.3% | $4,656-45.7% | $4,237-40.3% |
| Admin fee / account holder | $165 | $642-74.2% | $7,493-97.8% | $593-72.1% |