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 8-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 BARNEY8+ years Filed as: JP MORGAN Service code 15 · EIN 71-0930784 | Recordkeeping | $73,388 |
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 | $148,131 | $98,727+50.0% | $113,168+30.9% | $85,563+73.1% |
| Participation rate | 51.3% | 80.8%-29.6pp | 76.6%-25.3pp | 66.0%-14.7pp |
| Annual return | 14.16% | 17.43%-3.3pp | 24.27%-10.1pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,804 | $2,907-37.9% | $2,975-39.4% | $2,654-32.0% |
| Participant deferral / active EE | $3,017 | $5,424-44.4% | $5,107-40.9% | $4,375-31.0% |
| Admin fee / account holder | $169 | $357-52.5% | $12,068-98.6% | $834-79.7% |