See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,094 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $19,844 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,612 | $47,126-92.3% | $149,673-97.6% | $74,419-95.1% |
| Participation rate | 97.7% | 63.4%+34.3pp | 78.8%+19.0pp | 70.7%+27.0pp |
| Annual return | 23.32% | 22.75%+0.6pp | 134.42%-111.1pp | 34.38%-11.1pp |
| Employer contribution / active EE | $1,127 | $1,905-40.8% | $4,818-76.6% | $2,637-57.3% |
| Participant deferral / active EE | $1,562 | $2,728-42.7% | $5,680-72.5% | $4,528-65.5% |
| Admin fee / account holder | $61 | $343-82.3% | $13,210-99.5% | $348-82.5% |