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 BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,268 |
GRASSI & CO4 years Filed as: GRASSI & CO CPAS PC Service code 10 488 MADISON AVE · NEW YORK, NY 10022 | Accounting | $16,440 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,982 |
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 | $78,149 | $53,165+47.0% | $86,188-9.3% | $74,419+5.0% |
| Participation rate | 88.5% | 64.9%+23.6pp | 69.0%+19.5pp | 70.7%+17.7pp |
| Annual return | 16.41% | 22.64%-6.2pp | 1168.45%-1152.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,403 | $3,234+98.0% | $3,985+60.7% | $4,528+41.4% |
| Admin fee / account holder | $9 | $551-98.4% | $6,852-99.9% | $348-97.4% |