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 BARNEY3 years Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $33,014 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,563 |
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 | $34,192 | $54,701-37.5% | $86,188-60.3% | $71,457-52.2% |
| Participation rate | 83.9% | 60.1%+23.8pp | 69.0%+14.9pp | 67.9%+15.9pp |
| Annual return | 19.96% | 20.06%-0.1pp | 1168.45%-1148.5pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,454 | $1,265+14.9% | $2,380-38.9% | $2,588-43.8% |
| Participant deferral / active EE | $4,034 | $3,108+29.8% | $3,985+1.2% | $4,289-5.9% |
| Admin fee / account holder | $252 | $1,922-86.9% | $6,852-96.3% | $1,587-84.2% |