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 | $103,024+43.8% | $112,040+32.2% | $79,634+86.0% |
| Participation rate | 51.3% | 80.6%-29.3pp | 76.5%-25.2pp | 62.5%-11.2pp |
| Annual return | 14.16% | 17.60%-3.4pp | 24.52%-10.4pp | 36.46%-22.3pp |
| Employer contribution / active EE | $1,804 | $3,015-40.2% | $2,954-38.9% | $2,529-28.7% |
| Participant deferral / active EE | $3,017 | $5,233-42.3% | $5,098-40.8% | $3,835-21.3% |
| Admin fee / account holder | $169 | $465-63.5% | $12,098-98.6% | $1,002-83.1% |