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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $73,474 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $64,360 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $33,094 |
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 | $45,960 | $106,028-56.7% | $146,958-68.7% | $77,643-40.8% |
| Participation rate | 54.6% | 78.4%-23.7pp | 82.2%-27.5pp | 70.6%-15.9pp |
| Annual return | 14.84% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,047 | $4,063-49.6% | $4,933-58.5% | $2,726-24.9% |
| Participant deferral / active EE | $4,432 | $7,990-44.5% | $8,070-45.1% | $4,647-4.6% |
| Admin fee / account holder | $256 | $337-24.0% | $12,998-98.0% | $430-40.4% |