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 | $46,035 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,391 |
LIFETIME BENEFIT SOLUTIONS3+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $11,449 |
ROBERT PIZZO, ESQ.3+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,000 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $5,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,005-100.0% | $140,016-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 87.0%-87.0pp | 87.5%-87.5pp | 70.9%-70.9pp |
| Annual return | 3.29% | 0.46%+2.8pp | 651.12%-647.8pp | 244.93%-241.6pp |
| Employer contribution / active EE | $1,831 | $3,403-46.2% | $5,606-67.3% | $2,078-11.9% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |