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 |
|---|---|---|
NATIONWIDE6 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $57,775 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY INS SVCS INC Service code 28 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,819 | $42,353-53.2% | $79,550-75.1% | $64,808-69.4% |
| Participation rate | 67.9% | 64.8%+3.1pp | 69.5%-1.6pp | 71.5%-3.6pp |
| Annual return | -15.26% | -12.24%-3.0pp | 0.16%-15.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $926 | $1,181-21.5% | $2,413-61.6% | $2,506-63.0% |
| Participant deferral / active EE | $2,547 | $3,170-19.6% | $3,985-36.1% | $4,310-40.9% |
| Admin fee / account holder | $176 | $160+10.4% | $6,832-97.4% | $188-6.2% |