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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $104,894 |
BRADY, WARE & SCHOENFELD, INC.1+ years Service code 99 · EIN 35-1476702 | Other Fees | $14,000 |
GOSIGER, INC.1+ years Service code 99 · EIN 31-0299460 | Other Fees | $13,750 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,525 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,452 | $57,096+33.9% | $94,224-18.9% | $55,191+38.5% |
| Participation rate | 90.7% | 75.7%+15.1pp | 78.8%+12.0pp | 69.2%+21.6pp |
| Annual return | -1.84% | 159.65%-161.5pp | 10.68%-12.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,901 | $1,708+11.3% | $3,587-47.0% | $1,899+0.1% |
| Participant deferral / active EE | $6,086 | $3,165+92.3% | $4,320+40.9% | $3,046+99.8% |
| Admin fee / account holder | $4 | $89-95.2% | $6,269-99.9% | $91-95.3% |