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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $128,616 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $35,315 |
KLICHS LLP6 years Filed as: KLICHS Service code 10 · EIN 46-2608003 | Accounting | $7,000 |
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 | $41,675 | $89,436-53.4% | $164,813-74.7% | $77,643-46.3% |
| Participation rate | 93.8% | 78.6%+15.1pp | 78.6%+15.2pp | 70.6%+23.2pp |
| Annual return | 17.34% | 28.83%-11.5pp | 69.93%-52.6pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,278 | $2,569-11.3% | $4,341-47.5% | $2,726-16.4% |
| Participant deferral / active EE | $3,802 | $4,897-22.3% | $6,031-37.0% | $4,647-18.2% |
| Admin fee / account holder | $279 | $339-17.8% | $12,690-97.8% | $430-35.2% |