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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $224,742 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE Service code 11 · EIN 31-1582098 | Actuarial | $73,119 |
WALTHALL, LLP2 years Filed as: WALTHALL REA Service code 10 · EIN 34-1310124 | Accounting | $13,650 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,995-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 41.3%-41.3pp | 1.8%-1.8pp |
| Annual return | 5.30% | 0.19%+5.1pp | 83.75%-78.4pp | 0.19%+5.1pp |
| Employer contribution / active EE | $12,904 | $13,763-6.2% | $41,592-69.0% | $13,763-6.2% |
| Participant deferral / active EE | $0 | $804-100.0% | $77-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $678-100.0% | $426-100.0% |