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 5-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 37 · EIN 04-2647786 | Loan Processing | $96,089 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $70,000 |
Filed as: ELLINGSON&ELLINGSON Service code 10 · EIN 41-1399624 | Accounting | $10,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,971 | $58,336+97.1% | $97,226+18.3% | $199,593-42.4% |
| Participation rate | 54.7% | 63.8%-9.1pp | 72.7%-18.0pp | 72.0%-17.3pp |
| Annual return | 12.52% | 32.81%-20.3pp | 75.13%-62.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,715 | $1,416+21.1% | $2,729-37.2% | $3,034-43.5% |
| Participant deferral / active EE | $4,299 | $3,240+32.7% | $4,264+0.8% | $5,087-15.5% |
| Admin fee / account holder | $100 | $114-12.7% | $5,654-98.2% | $269-63.0% |