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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,211 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,816 | $54,121-61.5% | $134,143-84.5% | $73,409-71.6% |
| Participation rate | 30.9% | 64.4%-33.5pp | 72.2%-41.3pp | 72.2%-41.3pp |
| Annual return | 18.29% | -312.52%+330.8pp | 36.33%-18.0pp | 59.29%-41.0pp |
| Employer contribution / active EE | $446 | $1,402-68.2% | $3,704-88.0% | $2,234-80.0% |
| Participant deferral / active EE | $728 | $2,844-74.4% | $3,499-79.2% | $3,805-80.9% |
| Admin fee / account holder | $233 | $132+75.8% | $6,684-96.5% | $158+47.4% |