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 |
|---|---|---|
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,425 | $35,986+9.6% | $77,482-49.1% | $73,488-46.4% |
| Participation rate | 100.0% | 40.8%+59.2pp | 54.2%+45.8pp | 70.7%+29.3pp |
| Annual return | 7.21% | 19.26%-12.1pp | 54.79%-47.6pp | 28.51%-21.3pp |
| Employer contribution / active EE | $645 | $557+15.6% | $986-34.7% | $2,270-71.6% |
| Participant deferral / active EE | $3,895 | $1,198+225.2% | $1,861+109.3% | $3,740+4.1% |
| Admin fee / account holder | $8 | $466-98.2% | $2,858-99.7% | $513-98.4% |