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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $40,354 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,840 |
ASCENSUS LLC6 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $11,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,816 | $135,961-71.5% | $96,707-59.9% | $67,986-42.9% |
| Participation rate | 63.4% | 76.3%-12.8pp | 80.4%-16.9pp | 57.2%+6.2pp |
| Annual return | 13.96% | 31.14%-17.2pp | 34.78%-20.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,444 | $5,011-71.2% | $4,191-65.5% | $2,019-28.5% |
| Participant deferral / active EE | $3,767 | $7,360-48.8% | $5,997-37.2% | $3,358+12.2% |
| Admin fee / account holder | $325 | $2,370-86.3% | $7,503-95.7% | $3,203-89.8% |