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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Participant loan ... | $24,540 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 855 FRANKLIN AVENUE · GARDEN CITY, NY 115304548 | Advisory (Plan) | $18,122 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,326 | $62,928-64.5% | $172,739-87.1% | $67,579-67.0% |
| Participation rate | 71.0% | 64.5%+6.5pp | 82.6%-11.7pp | 71.3%-0.3pp |
| Annual return | 20.88% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $955 | $1,636-41.6% | $5,143-81.4% | $2,148-55.5% |
| Participant deferral / active EE | $1,643 | $2,145-23.4% | $5,198-68.4% | $3,539-53.6% |
| Admin fee / account holder | $166 | $167-0.6% | $13,954-98.8% | $142+16.4% |