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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,000 |
Filed as: MOODY, FAMIGLIETTI & ANDRONICO, LL Service code 10 · EIN 04-3077056 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,073 |
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 | $71,941 | $88,122-18.4% | $141,162-49.0% | $67,579+6.5% |
| Participation rate | 97.5% | 76.5%+21.0pp | 82.5%+15.0pp | 71.3%+26.2pp |
| Annual return | 26.40% | 75.40%-49.0pp | 71.39%-45.0pp | 378.56%-352.2pp |
| Employer contribution / active EE | $1,978 | $3,224-38.6% | $4,735-58.2% | $2,148-7.9% |
| Participant deferral / active EE | $8,938 | $5,958+50.0% | $6,709+33.2% | $3,539+152.5% |
| Admin fee / account holder | $10 | $131-92.0% | $10,261-99.9% | $142-92.6% |