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 BARNEY7+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
Filed as: TORILLO & ASSOCIATES, LLC Service code 10 · EIN 83-0414789 | Accounting | $21,596 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
V1 year Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,496 | $69,238-11.2% | $185,823-66.9% | $101,517-39.4% |
| Participation rate | 99.9% | 73.5%+26.4pp | 81.7%+18.2pp | 74.6%+25.4pp |
| Annual return | 14.20% | 21.26%-7.1pp | 122.05%-107.8pp | 21.00%-6.8pp |
| Employer contribution / active EE | $180 | $2,104-91.5% | $5,167-96.5% | $2,973-94.0% |
| Participant deferral / active EE | $5,707 | $3,764+51.6% | $5,568+2.5% | $4,873+17.1% |
| Admin fee / account holder | $5 | $66-92.9% | $16,237-100.0% | $139-96.6% |