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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $49,397 |
Service code 10 · EIN 13-1577780 | Accounting | $25,000 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $17,000 |
BLITMAN & KING1 year Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $12,070 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,850 | $76,774-91.1% | $112,228-93.9% | $77,904-91.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -5.63% | -10.25%+4.6pp | 27.45%-33.1pp | 12.21%-17.8pp |
| Employer contribution / active EE | $731 | $3,977-81.6% | $3,635-79.9% | $2,848-74.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $90 | $239-62.5% | $6,410-98.6% | $133-32.4% |