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: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,103 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,187 |
Filed as: HOLTHOUSE CARLIN& VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,139 |
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 | $36,472 | $34,677+5.2% | $77,024-52.6% | $64,808-43.7% |
| Participation rate | 68.7% | 49.8%+18.9pp | 67.9%+0.8pp | 71.5%-2.8pp |
| Annual return | -17.39% | -5.33%-12.1pp | 42.32%-59.7pp | 32.82%-50.2pp |
| Employer contribution / active EE | $484 | $1,370-64.7% | $2,812-82.8% | $2,506-80.7% |
| Participant deferral / active EE | $5,118 | $2,556+100.2% | $4,426+15.6% | $4,310+18.7% |
| Admin fee / account holder | $100 | $179-44.0% | $5,425-98.2% | $188-46.7% |