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 8-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $53,518 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $43,094 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $13,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,905 | $82,202-63.6% | $125,339-76.1% | $64,808-53.9% |
| Participation rate | 64.2% | 77.9%-13.7pp | 82.4%-18.2pp | 71.5%-7.3pp |
| Annual return | 11.13% | 3.48%+7.7pp | 572.05%-560.9pp | 32.82%-21.7pp |
| Employer contribution / active EE | $2,086 | $3,615-42.3% | $4,814-56.7% | $2,506-16.7% |
| Participant deferral / active EE | $4,243 | $7,175-40.9% | $7,446-43.0% | $4,310-1.6% |
| Admin fee / account holder | $121 | $163-26.0% | $10,010-98.8% | $188-35.7% |