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 | $61,184 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $27,193 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $12,600 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,064 | $91,407-20.1% | $135,903-46.2% | $71,457+2.2% |
| Participation rate | 55.9% | 75.7%-19.8pp | 81.9%-26.1pp | 67.9%-12.1pp |
| Annual return | 16.38% | 29.90%-13.5pp | 68.23%-51.9pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,087 | $3,703-43.6% | $4,856-57.0% | $2,588-19.3% |
| Participant deferral / active EE | $4,185 | $7,092-41.0% | $7,758-46.1% | $4,289-2.4% |
| Admin fee / account holder | $499 | $1,266-60.6% | $10,762-95.4% | $1,587-68.6% |