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 BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $17,527 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,100 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,674 | $49,915-44.6% | $154,803-82.1% | $74,304-62.8% |
| Participation rate | 59.5% | 54.0%+5.6pp | 78.1%-18.5pp | 60.3%-0.8pp |
| Annual return | 11.95% | 34.06%-22.1pp | 58.88%-46.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $2,009 | $1,611+24.7% | $4,305-53.3% | $2,241-10.3% |
| Participant deferral / active EE | $2,466 | $2,255+9.4% | $5,540-55.5% | $3,767-34.5% |
| Admin fee / account holder | $16 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |