See peer percentile detail. $4.99 for your first month.
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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 BARNEY3 years Service code 28 · EIN 13-2919773 | Investment Management | $175,494 |
EGPS1 year Filed as: EGPS, INC Service code 28 · EIN 86-2963468 | Investment Management | $77,920 |
ARMANINO LLP6 years Service code 10 · EIN 94-6214841 | Accounting | $22,943 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN, AN ASCENSUS COMPANY Service code 28 · EIN 82-3719843 | Investment Management | $13,072 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,509 | $50,127-51.1% | $149,673-83.6% | $80,160-69.4% |
| Participation rate | 50.4% | 64.3%-13.9pp | 78.8%-28.4pp | 72.9%-22.6pp |
| Annual return | 13.55% | 29.82%-16.3pp | 134.42%-120.9pp | 40.38%-26.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $277 | $153+81.3% | $13,210-97.9% | $145+90.9% |