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 15 · EIN 48-1205033 | Recordkeeping | $27,695 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 855 FRANKLIN AVENUE · GARDEN CITY, NY 115304548 | Advisory (Plan) | $20,400 |
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 | $27,891 | $58,879-52.6% | $178,490-84.4% | $73,488-62.0% |
| Participation rate | 77.4% | 66.2%+11.2pp | 81.9%-4.5pp | 70.7%+6.8pp |
| Annual return | 15.08% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,260 | $2,236-43.6% | $5,011-74.9% | $2,270-44.5% |
| Participant deferral / active EE | $2,231 | $2,567-13.1% | $5,202-57.1% | $3,740-40.3% |
| Admin fee / account holder | $189 | $400-52.8% | $13,984-98.6% | $513-63.2% |