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) | $110,272 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $43,000 |
THE ZLC GROUP CPAS LLC5 years Service code 99 · EIN 11-1000111 | Other Fees | $8,900 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,851 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,512 | $95,274+86.3% | $135,903+30.6% | $74,419+138.5% |
| Participation rate | 93.1% | 78.2%+14.9pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 19.73% | 32.77%-13.0pp | 68.23%-48.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,194 | $3,874-43.4% | $4,856-54.8% | $2,637-16.8% |
| Participant deferral / active EE | $9,686 | $7,782+24.5% | $7,758+24.9% | $4,528+113.9% |
| Admin fee / account holder | $266 | $266-0.1% | $10,762-97.5% | $348-23.6% |