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 49 · EIN 23-7381527 | Other Services | $50,636 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $26,770 |
LIFETIME BENEFIT SOLUTIONS2+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $10,781 |
ROBERT PIZZO, ESQ.2+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,000 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $5,900 |
Annual investment return 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 | $0 | $89,739-100.0% | $149,718-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 5.38% | 21.01%-15.6pp | 1501.63%-1496.2pp | 28.90%-23.5pp |
| Employer contribution / active EE | $2,940 | $3,233-9.1% | $5,445-46.0% | $2,042+43.9% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |