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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $62,823 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $40,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $12,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,834 | $64,612+51.4% | $86,436+13.2% | $64,808+51.0% |
| Participation rate | 94.4% | 81.5%+13.0pp | 80.3%+14.1pp | 71.5%+23.0pp |
| Annual return | -15.51% | 0.66%-16.2pp | 4394.89%-4410.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,701 | $2,744+34.9% | $3,769-1.8% | $2,506+47.7% |
| Participant deferral / active EE | $9,028 | $7,497+20.4% | $6,952+29.9% | $4,310+109.4% |
| Admin fee / account holder | $172 | $169+1.6% | $6,731-97.4% | $188-8.5% |