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 Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $31,172 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,379 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,176 | $49,451-39.0% | $79,550-62.1% | $66,914-54.9% |
| Participation rate | 82.6% | 61.3%+21.3pp | 69.5%+13.1pp | 69.8%+12.8pp |
| Annual return | -20.48% | 84.25%-104.7pp | 0.16%-20.6pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,410 | $1,266+11.4% | $2,413-41.6% | $2,544-44.6% |
| Participant deferral / active EE | $3,908 | $3,159+23.7% | $3,985-1.9% | $4,237-7.8% |
| Admin fee / account holder | $253 | $595-57.5% | $6,832-96.3% | $593-57.4% |