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 19 · EIN 20-8764829 | Securities Custodian | $63,436 |
THE ROSE FINANCIAL GROUP LLC3+ years Service code 15 · EIN 35-2130755 | Recordkeeping | $38,997 |
EZ MAILING, LLC1 year Service code 36 · EIN 47-1320725 | Copying and duplicating; Direct payme... | $20,848 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $15,443 |
KMR SYSTEMS CORP2 years Filed as: KMR SYSTEMS Service code 15 · EIN 13-3192128 | Recordkeeping | $6,102 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,151 | $221,442-90.4% | $92,233-77.1% | $77,958-72.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 13.06% | 15.65%-2.6pp | 176.28%-163.2pp | 20.87%-7.8pp |
| Employer contribution / active EE | $1,287 | $3,226-60.1% | $3,679-65.0% | $2,310-44.3% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $69 | $210-67.3% | $5,194-98.7% | $97-29.5% |