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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $176,447 |
Filed as: CBIZ INC Service code 10 PO BOX 956793 · ST LOUIS, MO 631956793 | Accounting | $24,150 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $204,109 | $122,186+67.0% | $146,958+38.9% | $199,593+2.3% |
| Participation rate | 91.6% | 78.3%+13.3pp | 82.2%+9.5pp | 72.0%+19.6pp |
| Annual return | 16.18% | 30.56%-14.4pp | 418.34%-402.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $4,208 | $4,093+2.8% | $4,933-14.7% | $3,034+38.7% |
| Participant deferral / active EE | $16,388 | $8,502+92.8% | $8,070+103.1% | $5,087+222.2% |
| Admin fee / account holder | $78 | $179-56.6% | $12,998-99.4% | $269-71.2% |