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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,887 |
Filed as: MORGAN STANLEY SMITH BARNEY LCC Service code 55 | Other Commissions | $15,467 |
Filed as: MORGAN STANLEY SMITH BARNEY LC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $0 |
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 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 | $78,072 | $65,376+19.4% | $87,100-10.4% | $65,185+19.8% |
| Participation rate | 46.3% | 75.3%-29.0pp | 76.9%-30.6pp | 70.2%-23.9pp |
| Annual return | 18.78% | 31.27%-12.5pp | 28.19%-9.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,629 | $3,388+7.1% | $4,049-10.4% | $3,514+3.3% |
| Admin fee / account holder | $319 | $520-38.6% | $7,497-95.7% | $847-62.3% |