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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $30,000 |
MATTHEW J. BERNIER CPA LLC2 years Filed as: MATTHEW J. BERNIER CPA, LLC Service code 10 · EIN 82-4748087 | Accounting | $7,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,479 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,113 | $95,274-1.2% | $135,903-30.8% | $74,419+26.5% |
| Participation rate | 96.1% | 78.2%+17.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 19.66% | 32.77%-13.1pp | 68.23%-48.6pp | 34.38%-14.7pp |
| Employer contribution / active EE | $794 | $3,874-79.5% | $4,856-83.7% | $2,637-69.9% |
| Participant deferral / active EE | $11,639 | $7,782+49.6% | $7,758+50.0% | $4,528+157.0% |
| Admin fee / account holder | -$23 | $266-108.8% | $10,762-100.2% | $348-106.8% |