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 BARNEY5 years Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $20,542 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,137 | $55,932-3.2% | $76,735-29.4% | $67,986-20.4% |
| Participation rate | 67.6% | 50.8%+16.8pp | 69.5%-1.9pp | 57.2%+10.4pp |
| Annual return | 12.11% | 23.10%-11.0pp | 29.77%-17.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,255 | $2,558+27.2% | $4,088-20.4% | $3,358-3.1% |
| Admin fee / account holder | $142 | $4,907-97.1% | $7,189-98.0% | $3,203-95.6% |