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 Service code 28 · EIN 13-2919773 | Investment Management | $180,381 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN, AN ASCENSUS COMPANY Service code 28 · EIN 82-3719843 | Investment Management | $48,759 |
ARMANINO LLP5 years Service code 10 · EIN 94-6214841 | Accounting | $19,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $22,253 | $45,000-50.6% | $143,757-84.5% | $77,904-71.4% |
| Participation rate | 68.8% | 66.8%+2.0pp | 80.3%-11.5pp | 73.7%-4.8pp |
| Annual return | -14.05% | 29.03%-43.1pp | -0.04%-14.0pp | 12.21%-26.3pp |
| Employer contribution / active EE | $8 | $1,870-99.6% | $4,951-99.8% | $2,848-99.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $247 | $98+150.7% | $14,673-98.3% | $133+86.2% |