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 37 · EIN 04-2647786 | Loan Processing | $316,946 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 20-8764829 | Consulting | $25,000 |
WARREN AVERETT, LLC1 year Service code 16 · EIN 45-4084437 | Consulting | $22,000 |
Filed as: NPF RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $18,750 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,089 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,547 | $76,774-31.6% | $112,228-53.2% | $77,904-32.5% |
| Participation rate | 93.2% | 80.2%+13.1pp | 75.1%+18.2pp | 73.7%+19.5pp |
| Annual return | 132.91% | -10.25%+143.2pp | 27.45%+105.5pp | 12.21%+120.7pp |
| Employer contribution / active EE | $1,845 | $3,977-53.6% | $3,635-49.2% | $2,848-35.2% |
| Participant deferral / active EE | $5,295 | $3,778+40.1% | $4,728+12.0% | $4,806+10.2% |
| Admin fee / account holder | $109 | $239-54.3% | $6,410-98.3% | $133-17.7% |