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 15 · EIN 13-3689044 | Recordkeeping | $63,953 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 | Insurance Broker | $56,964 |
Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,146 | $23,119-43.1% | $71,086-81.5% | $75,289-82.5% |
| Participation rate | 62.2% | 36.3%+25.8pp | 54.7%+7.5pp | 72.4%-10.2pp |
| Annual return | -4.28% | -3.32%-1.0pp | 650.59%-654.9pp | -0.04%-4.2pp |
| Employer contribution / active EE | $534 | $399+33.9% | $1,088-50.9% | $2,405-77.8% |
| Participant deferral / active EE | $2,241 | $960+133.4% | $1,874+19.6% | $3,739-40.1% |
| Admin fee / account holder | $52 | $89-41.4% | $3,082-98.3% | $102-48.8% |