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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $61,636 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $51,281 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $18,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,369 | $95,274-62.9% | $135,903-74.0% | $74,419-52.5% |
| Participation rate | 58.0% | 78.2%-20.1pp | 81.9%-23.9pp | 70.7%-12.7pp |
| Annual return | 20.30% | 32.77%-12.5pp | 68.23%-47.9pp | 34.38%-14.1pp |
| Employer contribution / active EE | $2,138 | $3,874-44.8% | $4,856-56.0% | $2,637-18.9% |
| Participant deferral / active EE | $4,589 | $7,782-41.0% | $7,758-40.8% | $4,528+1.3% |
| Admin fee / account holder | $173 | $266-35.2% | $10,762-98.4% | $348-50.4% |