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 BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $27,509 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,796 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,503 | $68,413-55.4% | $123,104-75.2% | $55,191-44.7% |
| Participation rate | 47.7% | 84.5%-36.8pp | 86.8%-39.1pp | 69.2%-21.5pp |
| Annual return | 5.22% | 6.30%-1.1pp | 13.22%-8.0pp | 10.78%-5.6pp |
| Employer contribution / active EE | $627 | $3,050-79.4% | $5,151-87.8% | $1,899-67.0% |
| Participant deferral / active EE | $3,917 | $4,490-12.8% | $6,230-37.1% | $3,046+28.6% |
| Admin fee / account holder | $27 | $88-69.6% | $9,015-99.7% | $91-70.6% |