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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $94,231 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $52,375 |
GRASSI & CO5 years Filed as: GRASSI & CO CPAS PC Service code 10 488 MADISON AVE · NEW YORK, NY 10022 | Accounting | $17,262 |
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 | $85,121 | $54,193+57.1% | $93,606-9.1% | $77,643+9.6% |
| Participation rate | 89.6% | 63.9%+25.7pp | 68.7%+20.9pp | 70.6%+19.0pp |
| Annual return | 13.42% | 30.54%-17.1pp | 133.20%-119.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,507 | $3,144+107.0% | $4,411+47.5% | $4,647+40.0% |
| Admin fee / account holder | $13 | $576-97.7% | $8,285-99.8% | $430-96.9% |