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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,143 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $7,339 |
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 | $21,938 | $78,485-72.0% | $106,213-79.3% | $74,495-70.6% |
| Participation rate | 93.8% | 72.8%+21.0pp | 75.3%+18.6pp | 67.2%+26.6pp |
| Annual return | 11.78% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,095 | $2,523-56.6% | $3,171-65.5% | $2,623-58.2% |
| Participant deferral / active EE | $3,803 | $4,322-12.0% | $5,016-24.2% | $4,346-12.5% |
| Admin fee / account holder | $194 | $2,232-91.3% | $11,033-98.2% | $1,942-90.0% |