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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,424-72.7% | $100,534-61.4% | $74,304-47.8% |
| Participation rate | 63.4% | 79.6%-16.1pp | 80.6%-17.2pp | 60.3%+3.1pp |
| Annual return | 13.96% | 27.53%-13.6pp | 32.66%-18.7pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,444 | $5,555-74.0% | $4,346-66.8% | $2,241-35.6% |
| Participant deferral / active EE | $3,767 | $8,247-54.3% | $6,144-38.7% | $3,7670% |
| Admin fee / account holder | $325 | $1,986-83.6% | $7,654-95.7% | $2,969-89.0% |