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 SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $215,737 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE Service code 11 · EIN 31-1582098 | Actuarial | $85,116 |
WALTHALL, LLP1 year Filed as: WALTHALL REA Service code 10 · EIN 34-1310124 | Accounting | $13,350 |
See 1 actuary disclosure. $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.
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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 6.45% | 17.84%-11.4pp | 7.90%-1.4pp | 17.84%-11.4pp |
| Employer contribution / active EE | $7,161 | $14,688-51.2% | $41,695-82.8% | $14,688-51.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |