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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $108,433 |
GRASSI & CO2 years Filed as: GRASSI & CO CPAS PC Service code 10 488 MADISON AVE · NEW YORK, NY 10022 | Accounting | $12,219 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,617 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 49 | Other Services | $3 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,251 | $50,956+81.0% | $96,562-4.5% | $86,799+6.3% |
| Participation rate | 80.5% | 65.2%+15.3pp | 69.8%+10.7pp | 72.3%+8.2pp |
| Annual return | 14.78% | 21.27%-6.5pp | 37.78%-23.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $8 | $1,111-99.3% | $2,356-99.7% | $2,405-99.7% |
| Participant deferral / active EE | $5,806 | $2,954+96.5% | $3,849+50.8% | $4,131+40.5% |
| Admin fee / account holder | $18 | $166-89.0% | $6,181-99.7% | $170-89.2% |