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 BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $49,312 |
METRO BENEFITS, INC.7 years Service code 11 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 152375232 | Actuarial | $30,506 |
WILMINGTON TRUST1 year Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 50 · EIN 27-1689528 8580 LA MESA BLVD, SUITE 101 · LA MESA, CA 91942 | Direct Payment | $7,886 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 44.0%-44.0pp |
| Annual return | -3.45% | 7.83%-11.3pp | 8.34%-11.8pp | 13.05%-16.5pp |
| Employer contribution / active EE | $789,326 | $35,005+2154.9% | $30,799+2462.8% | $37,639+1997.1% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |