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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $27,681 |
ASCENSUS LLC4 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $9,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,854 | $50,815+31.6% | $155,509-57.0% | $77,643-13.9% |
| Participation rate | 46.4% | 63.1%-16.7pp | 78.2%-31.8pp | 70.6%-24.2pp |
| Annual return | 12.10% | 34.80%-22.7pp | 64.67%-52.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,663 | $1,993-16.5% | $4,672-64.4% | $2,726-39.0% |
| Participant deferral / active EE | $2,226 | $2,822-21.1% | $5,626-60.4% | $4,647-52.1% |
| Admin fee / account holder | $357 | $437-18.3% | $15,912-97.8% | $430-17.1% |