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 BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 | Investment Management | $72,950 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 17 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Pension Consulting | $10,381 |
STANISKY & COMPANY CPA8 years Service code 10 · EIN 25-1673537 2550 LEECHBURG RD · LOWER BURRELL, PA 15068 | Accounting | $9,000 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 28 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Investment Management | $1,984 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,691 |
MORGAN STANLEY SMITH BARNEY4 years Service code 28 · EIN 20-8764829 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,281 | $66,098+296.8% | $101,794+157.7% | $74,304+253.0% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 18.32% | 19.59%-1.3pp | 30.53%-12.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $8,593 | $1,082+694.5% | $2,289+275.4% | $2,241+283.4% |
| Participant deferral / active EE | $0 | $2,781-100.0% | $4,084-100.0% | $3,767-100.0% |
| Admin fee / account holder | $128 | $4,146-96.9% | $8,777-98.5% | $2,969-95.7% |