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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J P MORGAN SECURITIES LLC Service code 61 1111 POLARIS PKWY STE 2A · COLUMBUS, OH 43240 | Finders' fees / placement fees | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,401 | $46,732-13.5% | $156,549-74.2% | $55,167-26.8% |
| Participation rate | 45.9% | 65.8%-19.9pp | 84.0%-38.1pp | 69.0%-23.1pp |
| Annual return | 9.78% | 17.72%-7.9pp | 32.23%-22.5pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,852 | $2,105-12.0% | $5,501-66.3% | $1,963-5.6% |
| Participant deferral / active EE | $3,799 | $2,204+72.4% | $4,871-22.0% | $3,054+24.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |