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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $30,000 |
EDELSTEIN & COMPANY, LLP1 year Filed as: EDELSTEIN & COMPANY LLP Service code 10 · EIN 04-2442519 | Accounting | $18,000 |
Filed as: MATTHEW J. BERNIER CPA, LLC Service code 10 · EIN 82-4748087 | Accounting | $7,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,107 |
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 | $77,170 | $82,202-6.1% | $125,339-38.4% | $64,808+19.1% |
| Participation rate | 95.0% | 77.9%+17.1pp | 82.4%+12.6pp | 71.5%+23.5pp |
| Annual return | -17.46% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,655 | $3,615-54.2% | $4,814-65.6% | $2,506-33.9% |
| Participant deferral / active EE | $10,839 | $7,175+51.1% | $7,446+45.6% | $4,310+151.5% |
| Admin fee / account holder | $20 | $163-87.7% | $10,010-99.8% | $188-89.3% |