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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,584 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $13,883 |
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 | $24,002 | $84,556-71.6% | $116,228-79.3% | $74,304-67.7% |
| Participation rate | 97.0% | 66.0%+31.0pp | 74.6%+22.4pp | 60.3%+36.6pp |
| Annual return | 17.17% | 18.35%-1.2pp | 90.06%-72.9pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,340 | $2,168-38.2% | $2,994-55.2% | $2,241-40.2% |
| Participant deferral / active EE | $3,317 | $3,814-13.0% | $4,953-33.0% | $3,767-12.0% |
| Admin fee / account holder | $169 | $3,792-95.6% | $11,989-98.6% | $2,969-94.3% |