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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ. FL. 12 · NEW YORK, NY 10004 | Other Commissions | $7,113 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,456 | $79,428-57.9% | $106,548-68.6% | $79,386-57.9% |
| Participation rate | 80.2% | 74.1%+6.0pp | 76.1%+4.0pp | 70.7%+9.5pp |
| Annual return | 8.64% | 18.27%-9.6pp | 26.80%-18.2pp | 116.85%-108.2pp |
| Employer contribution / active EE | $908 | $2,234-59.3% | $2,819-67.8% | $2,427-62.6% |
| Participant deferral / active EE | $2,200 | $3,823-42.5% | $4,398-50.0% | $4,046-45.6% |
| Admin fee / account holder | $34 | $523-93.5% | $7,407-99.5% | $626-94.6% |