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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,644 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,104 | $48,576+7.3% | $169,463-69.3% | $56,287-7.4% |
| Participation rate | 44.4% | 65.8%-21.4pp | 77.8%-33.3pp | 69.9%-25.4pp |
| Annual return | -5.87% | -2.51%-3.4pp | 1.83%-7.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $635 | $1,559-59.3% | $4,159-84.7% | $2,111-69.9% |
| Participant deferral / active EE | $1,800 | $3,275-45.1% | $5,277-65.9% | $3,350-46.3% |
| Admin fee / account holder | $294 | $435-32.4% | $9,109-96.8% | $521-43.5% |