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 · EIN 26-4310632 | Advisory (Plan) | $27,811 |
CBIZ RETIREMENT PLAN SERVICES4+ years Service code 13 · EIN 31-1498244 13680 CLEVELAND AVENUE · UNIONTOWN, OH 44685 | Contract Administrator | $0 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT Service code 13 · EIN 94-3106735 | Contract Administrator | $0 |
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 | $83,827 | $44,873+86.8% | $79,464+5.5% | $56,287+48.9% |
| Participation rate | 89.1% | 68.7%+20.3pp | 73.3%+15.7pp | 69.9%+19.2pp |
| Annual return | -6.52% | 0.81%-7.3pp | 718.14%-724.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,953 | $2,140-8.7% | $2,800-30.3% | $2,111-7.5% |
| Participant deferral / active EE | $2,413 | $2,746-12.1% | $3,704-34.8% | $3,350-28.0% |
| Admin fee / account holder | $256 | $418-38.7% | $5,113-95.0% | $521-50.8% |