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 26 · EIN 71-0294708 | Advisory (Participants) | $50,896 |
Service code 55 ONE NEW YORK PLX FLOOR 12 · NEW YORK, NY 10004 | Other Commissions | $15,699 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $10,750 |
Filed as: MORGAN STANLEY AND CO INC Service code 99 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Fees | $10,632 |
GRANA & TEIBEL, CPA'S1 year Filed as: GRANA AND TEIBEL, CPAS, P.C. Service code 99 · EIN 11-1000111 | Other Fees | $8,300 |
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 | $124,264 | $75,388+64.8% | $123,544+0.6% | $55,725+123.0% |
| Participation rate | 89.1% | 75.7%+13.4pp | 82.3%+6.8pp | 70.9%+18.3pp |
| Annual return | -3.64% | 4.48%-8.1pp | 119.20%-122.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,916 | $3,063-37.5% | $4,628-58.6% | $2,078-7.8% |
| Participant deferral / active EE | $7,710 | $5,651+36.4% | $6,426+20.0% | $3,356+129.8% |
| Admin fee / account holder | $148 | $120+23.8% | $9,284-98.4% | $115+28.7% |