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 · EIN 26-4310632 | Advisory (Plan) | $64,390 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $24,154 |
FUNARO & CO. P.C.1 year Filed as: FUNARO & CO/PC Service code 10 · EIN 13-2871428 | Accounting | $21,500 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $29 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,761 | $71,142-21.6% | $119,609-53.4% | $64,808-14.0% |
| Participation rate | 91.4% | 78.6%+12.8pp | 79.3%+12.2pp | 71.5%+20.0pp |
| Annual return | -16.61% | -10.01%-6.6pp | -14.97%-1.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,579 | $2,497-36.8% | $4,232-62.7% | $2,506-37.0% |
| Participant deferral / active EE | $5,974 | $4,490+33.1% | $5,602+6.6% | $4,310+38.6% |
| Admin fee / account holder | $147 | $162-9.5% | $10,323-98.6% | $188-21.9% |