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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $64,298 |
BKD, LLP1+ years Filed as: BKD CPA Service code 50 · EIN 44-0160260 | Direct Payment | $10,600 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,573 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $176,199 | $50,464+249.2% | $75,781+132.5% | $52,331+236.7% |
| Participation rate | 90.0% | 66.8%+23.2pp | 75.8%+14.2pp | 68.1%+21.9pp |
| Annual return | -0.46% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $13,773 | $1,988+592.7% | $3,323+314.4% | $1,882+631.9% |
| Participant deferral / active EE | $316 | $2,570-87.7% | $3,651-91.3% | $3,022-89.5% |
| Admin fee / account holder | $81 | $1,103-92.6% | $5,299-98.5% | $592-86.3% |