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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,265 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $8,830 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,266 | $72,607-77.6% | $90,749-82.1% | $66,914-75.7% |
| Participation rate | 93.7% | 73.7%+20.0pp | 75.7%+18.0pp | 69.8%+23.9pp |
| Annual return | -16.44% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $910 | $2,369-61.6% | $2,921-68.9% | $2,544-64.2% |
| Participant deferral / active EE | $2,799 | $3,977-29.6% | $4,564-38.7% | $4,237-33.9% |
| Admin fee / account holder | $154 | $707-78.2% | $8,445-98.2% | $593-74.0% |