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 Service code 27 41 S HIGH ST., SUITE 2700 · COLUMBUS, OH 43215 | Advisory (Plan) | $14,000 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $10,191 |
SCHNEIGER DONS & CO1 year Service code 15 · EIN 25-1408703 | Recordkeeping | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,017 | $45,382-44.9% | $154,107-83.8% | $75,289-66.8% |
| Participation rate | 74.4% | 65.9%+8.5pp | 83.0%-8.6pp | 72.4%+2.0pp |
| Annual return | -4.76% | -0.47%-4.3pp | 735.12%-739.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $2,536 | $1,533+65.4% | $5,298-52.1% | $2,405+5.4% |
| Participant deferral / active EE | $137 | $2,384-94.3% | $5,081-97.3% | $3,739-96.3% |
| Admin fee / account holder | $21 | $89-76.4% | $13,411-99.8% | $102-79.4% |