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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $53,298 |
Filed as: SACKLOW & ACOX CPA'S, LLC Service code 10 · EIN 83-0779411 | Accounting | $5,000 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $3,225 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO LLC Service code 33 · EIN 13-2655998 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return 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 | $31,707 | $70,115-54.8% | $70,515-55.0% | $80,160-60.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.3%+31.7pp | 72.9%+27.1pp |
| Annual return | 11.51% | 134.51%-123.0pp | 32.77%-21.3pp | 40.38%-28.9pp |
| Employer contribution / active EE | $1,759 | $3,021-41.8% | $2,973-40.9% | $2,978-40.9% |
| Participant deferral / active EE | $2,045 | $4,495-54.5% | $4,567-55.2% | $5,017-59.2% |
| Admin fee / account holder | $20 | $112-82.3% | $6,412-99.7% | $145-86.3% |