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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $145,114 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,417 |
APRIO LLP1 year Filed as: APRIO, LLC Service code 10 · EIN 57-1157523 | Accounting | $28,066 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,851 | $101,499-22.3% | $147,005-46.4% | $74,546+5.8% |
| Participation rate | 93.0% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.7pp |
| Annual return | 13.71% | 8732.34%-8718.6pp | 418.76%-405.1pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,406 | $3,811-63.1% | $4,934-71.5% | $2,624-46.4% |
| Participant deferral / active EE | $9,976 | $7,304+36.6% | $8,070+23.6% | $4,347+129.5% |
| Admin fee / account holder | $185 | $1,748-89.4% | $13,006-98.6% | $1,944-90.5% |