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 9-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 BARNEY4 years Filed as: JP MORGAN INVEST HOLDINGS, LLC Service code 37 · EIN 13-2624428 | Loan Processing | $27,690 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,500 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT HOLDINGS, LLC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,650 | $72,066-26.9% | $81,930-35.7% | $90,288-41.7% |
| Participation rate | 40.2% | 78.9%-38.7pp | 72.0%-31.8pp | 73.4%-33.2pp |
| Annual return | 13.92% | 15.92%-2.0pp | 29.49%-15.6pp | 53.97%-40.0pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $4,310-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,051 | $3,557-70.4% | $7,107-85.2% | $4,232-75.2% |
| Admin fee / account holder | $14 | $92-84.4% | $5,158-99.7% | $114-87.4% |