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 BARNEY8 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $102,392 |
GRASSI & CO6 years Filed as: GRASSI & CO CPAS PC Service code 10 488 MADISON AVE · NEW YORK, NY 10022 | Accounting | $17,940 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,657 |
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 | $93,564 | $56,767+64.8% | $101,794-8.1% | $85,563+9.4% |
| Participation rate | 89.5% | 57.6%+31.9pp | 69.2%+20.3pp | 66.0%+23.5pp |
| Annual return | 18.84% | 17.76%+1.1pp | 30.53%-11.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,857 | $2,720+152.1% | $4,084+67.9% | $4,375+56.7% |
| Admin fee / account holder | $12 | $1,098-98.9% | $8,777-99.9% | $834-98.6% |