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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,710 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $22,088 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $8,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,420 |
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 | $104,369 | $82,093+27.1% | $379,746-72.5% | $73,409+42.2% |
| Participation rate | 60.2% | 76.8%-16.6pp | 78.4%-18.2pp | 72.2%-11.9pp |
| Annual return | 20.78% | 18.89%+1.9pp | 34.90%-14.1pp | 59.29%-38.5pp |
| Employer contribution / active EE | $2,335 | $2,847-18.0% | $3,540-34.0% | $2,234+4.5% |
| Participant deferral / active EE | $5,625 | $4,697+19.8% | $6,024-6.6% | $3,805+47.8% |
| Admin fee / account holder | $174 | $128+36.1% | $7,927-97.8% | $158+10.0% |