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 Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $13,019 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,733 |
ROBERTSON & ROBERTSON, PLLC2 years Filed as: ROBERTSON GROUP Service code 16 41 S HIGH STREET · COLUMBUS, OH 43215 | Consulting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,339 | $99,957+47.4% | $149,696-1.6% | $73,488+100.5% |
| Participation rate | 89.3% | 75.7%+13.6pp | 82.5%+6.8pp | 70.7%+18.6pp |
| Annual return | 53.20% | 53.87%-0.7pp | 276.60%-223.4pp | 28.51%+24.7pp |
| Employer contribution / active EE | $2,186 | $3,191-31.5% | $4,644-52.9% | $2,270-3.7% |
| Participant deferral / active EE | $9,819 | $6,073+61.7% | $6,842+43.5% | $3,740+162.6% |
| Admin fee / account holder | $106 | $551-80.7% | $9,309-98.9% | $513-79.3% |