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 SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $31,250 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY Service code 99 · EIN 87-2525370 | Other Fees | $23,600 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,730 |
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 | $190,807 | $89,436+113.3% | $164,813+15.8% | $77,643+145.8% |
| Participation rate | 75.2% | 78.6%-3.4pp | 78.6%-3.4pp | 70.6%+4.6pp |
| Annual return | 12.19% | 28.83%-16.6pp | 69.93%-57.7pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,837 | $2,569+10.4% | $4,341-34.6% | $2,726+4.1% |
| Participant deferral / active EE | $6,855 | $4,897+40.0% | $6,031+13.6% | $4,647+47.5% |
| Admin fee / account holder | $69 | $339-79.8% | $12,690-99.5% | $430-84.0% |