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 Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $59,643 |
METRO BENEFITS, INC.6 years Service code 11 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 152375232 | Actuarial | $34,320 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 23 · EIN 06-1050034 | Direct payment from the plan; Other f... | $18,853 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 16.1%-16.1pp | 12.4%-12.4pp |
| Annual return | 4.54% | 8.88%-4.3pp | 9.36%-4.8pp | 9.89%-5.3pp |
| Employer contribution / active EE | $8,937 | $15,976-44.1% | $31,270-71.4% | $14,313-37.6% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |