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 37 · EIN 04-2647786 | Loan Processing | $1,744 |
Filed as: MSI FINANCIAL SERVICES INC Service code 61 · EIN 13-3175978 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,454 | $50,106-51.2% | $70,014-65.1% | $57,658-57.6% |
| Participation rate | 35.9% | 70.9%-34.9pp | 71.8%-35.9pp | 70.2%-34.3pp |
| Annual return | 9.78% | 14.58%-4.8pp | 12.99%-3.2pp | 5.13%+4.6pp |
| Employer contribution / active EE | $598 | $1,739-65.6% | $2,338-74.4% | $1,974-69.7% |
| Participant deferral / active EE | $835 | $2,486-66.4% | $2,931-71.5% | $3,061-72.7% |
| Admin fee / account holder | $14 | $89-84.6% | $4,380-99.7% | $95-85.5% |