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 |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC2+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
Service code 15 · EIN 31-1281022 | Recordkeeping | $0 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
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 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 | $19,241 | $57,921-66.8% | $84,750-77.3% | $57,658-66.6% |
| Participation rate | 73.7% | 72.9%+0.8pp | 76.6%-2.9pp | 70.2%+3.5pp |
| Annual return | 4.45% | 10.24%-5.8pp | 22.78%-18.3pp | 5.13%-0.7pp |
| Employer contribution / active EE | $6,601 | $2,598+154.0% | $3,574+84.7% | $1,974+234.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $93 | $130-28.7% | $5,332-98.3% | $95-2.1% |