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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 10 · EIN 26-4310632 | Accounting | $30,000 |
CARAS & SHULMAN, PC1 year Service code 10 · EIN 04-2629080 | Accounting | $21,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,970 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,989 | $75,388-28.4% | $123,544-56.3% | $55,725-3.1% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.3%+17.0pp | 70.9%+28.4pp |
| Annual return | -9.10% | 4.48%-13.6pp | 119.20%-128.3pp | 244.93%-254.0pp |
| Employer contribution / active EE | $2,298 | $3,063-25.0% | $4,628-50.4% | $2,078+10.6% |
| Participant deferral / active EE | $8,087 | $5,651+43.1% | $6,426+25.9% | $3,356+141.0% |
| Admin fee / account holder | $49 | $120-59.4% | $9,284-99.5% | $115-57.8% |