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) | $97,153 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY AND CO INC Service code 99 · EIN 51-0116113 | Other Fees | $32,250 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $10,750 |
THE ZLC GROUP CPAS LLC1 year Service code 99 · EIN 11-1000111 | Other Fees | $8,550 |
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 | $151,120 | $88,122+71.5% | $141,162+7.1% | $67,579+123.6% |
| Participation rate | 90.9% | 76.5%+14.5pp | 82.5%+8.4pp | 71.3%+19.6pp |
| Annual return | 24.24% | 75.40%-51.2pp | 71.39%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,983 | $3,224-38.5% | $4,735-58.1% | $2,148-7.7% |
| Participant deferral / active EE | $7,877 | $5,958+32.2% | $6,709+17.4% | $3,539+122.6% |
| Admin fee / account holder | $250 | $131+91.2% | $10,261-97.6% | $142+75.9% |