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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $37,782 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,502 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 99 · EIN 22-1146430 | Other Fees | $20,656 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,084 | $106,236-86.7% | $112,228-87.5% | $64,808-78.3% |
| Participation rate | 85.5% | 71.7%+13.8pp | 75.1%+10.4pp | 71.5%+14.0pp |
| Annual return | -14.40% | -6.02%-8.4pp | 27.45%-41.9pp | 32.82%-47.2pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,109 | $3,785-44.3% | $4,728-55.4% | $4,310-51.1% |
| Admin fee / account holder | $18 | $452-96.0% | $6,410-99.7% | $188-90.4% |