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 | $59,097-8.4% | $82,389-34.3% | $74,304-27.1% |
| Participation rate | 67.6% | 52.8%+14.8pp | 69.5%-2.0pp | 60.3%+7.2pp |
| Annual return | 12.11% | 22.85%-10.7pp | 28.67%-16.6pp | 29.43%-17.3pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,255 | $2,775+17.3% | $4,155-21.7% | $3,767-13.6% |
| Admin fee / account holder | $142 | $4,489-96.8% | $7,231-98.0% | $2,969-95.2% |