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 BARNEY4 years Filed as: MORGAN STANLEY WEALTH MGMT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $81,053 |
SEAFARERS VACATION PLAN8 years Service code 99 · EIN 13-5602047 | Other Fees | $51,602 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $21,925 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,926 |
THE SEGAL COMPANY10+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $7,880 |
NGL GROUP LLC2 years Service code 53 | Insurance Commissions | $2,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,876 | $81,357-55.9% | $75,972-52.8% | $199,593-82.0% |
| Participation rate | 90.3% | 69.9%+20.4pp | 69.1%+21.3pp | 72.0%+18.4pp |
| Annual return | 15.52% | 16.32%-0.8pp | 359.55%-344.0pp | 34.25%-18.7pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $2,685-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,591 | $4,710-23.8% | $4,255-15.6% | $5,087-29.4% |
| Admin fee / account holder | $73 | $144-49.7% | $6,467-98.9% | $269-73.0% |