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 BARNEY4 years Service code 28 · EIN 13-2919773 | Investment Management | $188,427 |
EGPS1 year Service code 28 · EIN 86-2963468 | Investment Management | $58,306 |
ARMANINO LLP7 years Service code 10 · EIN 94-6214841 | Accounting | $25,200 |
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 | $26,979 | $53,136-49.2% | $155,509-82.7% | $199,593-86.5% |
| Participation rate | 44.4% | 64.1%-19.7pp | 78.2%-33.8pp | 72.0%-27.5pp |
| Annual return | 11.36% | 41.15%-29.8pp | 64.67%-53.3pp | 34.25%-22.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $276 | $185+49.1% | $15,912-98.3% | $269+2.8% |