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 BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $66,093 |
FUNARO & CO. P.C.3 years Filed as: FUNARO & CO/PC Service code 10 · EIN 13-2871428 | Accounting | $43,250 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $23,565 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $68 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,488 | $89,436-29.0% | $164,813-61.5% | $77,643-18.2% |
| Participation rate | 98.2% | 78.6%+19.6pp | 78.6%+19.6pp | 70.6%+27.6pp |
| Annual return | 11.72% | 28.83%-17.1pp | 69.93%-58.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,947 | $2,569-24.2% | $4,341-55.1% | $2,726-28.6% |
| Participant deferral / active EE | $6,258 | $4,897+27.8% | $6,031+3.8% | $4,647+34.7% |
| Admin fee / account holder | $182 | $339-46.3% | $12,690-98.6% | $430-57.7% |