See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 15 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping | $16,736 |
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVENUE · NEW YORK, NY 10017 | Contract Administrator | $3,456 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,938 | $72,994-94.6% | $120,354-96.7% | $77,643-94.9% |
| Participation rate | 66.3% | 55.2%+11.1pp | 71.9%-5.6pp | 70.6%-4.3pp |
| Annual return | 15.43% | 18.23%-2.8pp | 107.15%-91.7pp | 31.24%-15.8pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,890 | $3,011-37.2% | $4,991-62.1% | $4,647-59.3% |
| Admin fee / account holder | $63 | $658-90.3% | $9,423-99.3% | $430-85.2% |