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 55 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Commissions | $9,203 |
CARLSON QUINN5 years Service code 99 · EIN 94-3210526 | Other Fees | $9,019 |
CARLSON QUINN1 year Filed as: CARLSON QUINN, INC. Service code 49 | Other Services | $4,222 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $104 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,005 | $52,122+34.3% | $104,294-32.9% | $64,808+8.0% |
| Participation rate | 13.1% | 56.0%-42.9pp | 73.3%-60.1pp | 71.5%-58.4pp |
| Annual return | -7.95% | 13.26%-21.2pp | 24.61%-32.6pp | 32.82%-40.8pp |
| Employer contribution / active EE | $304 | $1,627-81.3% | $3,372-91.0% | $2,506-87.9% |
| Participant deferral / active EE | $584 | $2,823-79.3% | $4,625-87.4% | $4,310-86.5% |
| Admin fee / account holder | $458 | $155+196.2% | $7,339-93.8% | $188+143.8% |