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 8-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 |
|---|---|---|
SMITH, MOORE & CO.1+ years Filed as: SMITH MOORE Service code 27 401 S BANKER, SUITE E · EFFINGHAM, IL 62401 | Advisory (Plan) | $26,693 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $21,647 |
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 | $46,486 | $76,000-38.8% | $154,107-69.8% | $64,186-27.6% |
| Participation rate | 83.2% | 70.4%+12.7pp | 83.0%+0.1pp | 69.6%+13.6pp |
| Annual return | -4.09% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,140 | $3,351-66.0% | $5,298-78.5% | $2,381-52.1% |
| Participant deferral / active EE | $3,549 | $3,175+11.8% | $5,081-30.1% | $3,470+2.3% |
| Admin fee / account holder | $270 | $5,596-95.2% | $13,411-98.0% | $4,888-94.5% |