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 Service code 27 · EIN 36-3145972 | Advisory (Plan) | $46,766 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $45,152 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $7,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,474 | $89,436+12.3% | $164,813-39.0% | $77,643+29.4% |
| Participation rate | 41.5% | 78.6%-37.1pp | 78.6%-37.1pp | 70.6%-29.1pp |
| Annual return | 12.05% | 28.83%-16.8pp | 69.93%-57.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,145 | $2,569-55.4% | $4,341-73.6% | $2,726-58.0% |
| Participant deferral / active EE | $3,592 | $4,897-26.6% | $6,031-40.4% | $4,647-22.7% |
| Admin fee / account holder | $594 | $339+74.9% | $12,690-95.3% | $430+38.0% |