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 27 4114 WOODLANDS PARKWAY, SUITE 200 · PALM HARBOR, FL 34685 | Advisory (Plan) | $0 |
Filed as: RAYMOND JAMES Service code 27 100 2ND AVE S. SUITE 105 · ST PETERSBURG, FL 33701 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,780 | $35,986-6.1% | $77,482-56.4% | $73,488-54.0% |
| Participation rate | 55.0% | 40.8%+14.1pp | 54.2%+0.8pp | 70.7%-15.7pp |
| Annual return | 24.09% | 19.26%+4.8pp | 54.79%-30.7pp | 28.51%-4.4pp |
| Employer contribution / active EE | $791 | $557+42.0% | $986-19.8% | $2,270-65.1% |
| Participant deferral / active EE | $1,590 | $1,198+32.8% | $1,861-14.5% | $3,740-57.5% |
| Admin fee / account holder | $18 | $466-96.1% | $2,858-99.4% | $513-96.5% |