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) | $106,517 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $43,000 |
THE ZLC GROUP CPAS LLC3 years Service code 99 · EIN 47-4753799 | Other Fees | $8,550 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,766 | $104,317+84.8% | $159,436+20.9% | $86,799+122.1% |
| Participation rate | 89.1% | 77.7%+11.4pp | 82.8%+6.3pp | 72.3%+16.8pp |
| Annual return | 14.76% | 26.32%-11.6pp | 263.57%-248.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,981 | $3,451-42.6% | $4,829-59.0% | $2,405-17.6% |
| Participant deferral / active EE | $8,558 | $6,837+25.2% | $7,352+16.4% | $4,131+107.2% |
| Admin fee / account holder | $260 | $172+50.7% | $10,799-97.6% | $170+53.1% |