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 BARNEY6 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $18,685 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $7,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,306 | $65,390-0.1% | $169,368-61.4% | $71,457-8.6% |
| Participation rate | 63.4% | 67.0%-3.6pp | 77.1%-13.8pp | 67.9%-4.6pp |
| Annual return | 17.86% | 21.31%-3.5pp | 405.60%-387.7pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,227 | $2,079+7.1% | $4,013-44.5% | $2,588-13.9% |
| Participant deferral / active EE | $2,538 | $4,367-41.9% | $6,221-59.2% | $4,289-40.8% |
| Admin fee / account holder | $92 | $1,324-93.1% | $9,003-99.0% | $1,587-94.2% |