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 SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $24,083 |
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $8,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,388 | $47,126+13.3% | $149,673-64.3% | $74,419-28.3% |
| Participation rate | 47.6% | 63.4%-15.8pp | 78.8%-31.2pp | 70.7%-23.1pp |
| Annual return | 15.84% | 22.75%-6.9pp | 134.42%-118.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,662 | $1,905-12.8% | $4,818-65.5% | $2,637-37.0% |
| Participant deferral / active EE | $2,187 | $2,728-19.8% | $5,680-61.5% | $4,528-51.7% |
| Admin fee / account holder | $244 | $343-28.9% | $13,210-98.2% | $348-29.9% |