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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,494 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $7,675 |
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 | $17,076 | $71,516-76.1% | $98,439-82.7% | $71,457-76.1% |
| Participation rate | 94.7% | 72.7%+22.0pp | 75.2%+19.5pp | 67.9%+26.8pp |
| Annual return | 16.53% | 32.41%-15.9pp | 21.16%-4.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,129 | $2,399-52.9% | $3,048-62.9% | $2,588-56.4% |
| Participant deferral / active EE | $3,632 | $4,109-11.6% | $4,738-23.3% | $4,289-15.3% |
| Admin fee / account holder | $132 | $1,675-92.1% | $8,948-98.5% | $1,587-91.7% |