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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 ATTN ADVISORY FEE BILLING · BALTIMORE, MD 21231 | Recordkeeping | $30,378 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $28,749 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,199 | $136,307-55.8% | $177,821-66.1% | $73,488-18.1% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.7%+9.6pp | 70.7%+26.6pp |
| Annual return | 19.65% | 18.68%+1.0pp | 48.32%-28.7pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,918 | $3,712-21.4% | $5,918-50.7% | $2,270+28.5% |
| Participant deferral / active EE | $6,242 | $5,829+7.1% | $7,714-19.1% | $3,740+66.9% |
| Admin fee / account holder | $216 | $596-63.7% | $12,427-98.3% | $513-57.8% |