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 BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,223 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,378 |
Filed as: HOLTHOUSE CARLIN& VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $8,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,943 |
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 | $46,256 | $40,385+14.5% | $80,569-42.6% | $74,419-37.8% |
| Participation rate | 63.1% | 47.4%+15.7pp | 67.0%-3.9pp | 70.7%-7.6pp |
| Annual return | 18.82% | 164.85%-146.0pp | 935.43%-916.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $475 | $1,496-68.2% | $2,723-82.5% | $2,637-82.0% |
| Participant deferral / active EE | $5,296 | $2,674+98.0% | $4,447+19.1% | $4,528+17.0% |
| Admin fee / account holder | $107 | $720-85.1% | $5,377-98.0% | $348-69.2% |