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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $12,405 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,989 |
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 212319907 | Advisory (Plan) | $4,103 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,803 | $77,660+62.0% | $109,143+15.3% | $79,386+58.5% |
| Participation rate | 63.5% | 67.8%-4.3pp | 75.9%-12.4pp | 70.7%-7.2pp |
| Annual return | 15.08% | 23.44%-8.4pp | 25.75%-10.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,958 | $3,518+69.4% | $4,653+28.0% | $4,046+47.3% |
| Admin fee / account holder | $201 | $732-72.6% | $6,752-97.0% | $626-67.9% |