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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 21 · EIN 26-4310632 | Bank Trustee | $65,945 |
FIRST STATE TRUST COMPANY7 years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $14,174 |
SIKICH LLP1 year Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $12,000 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 19.89% | 3.92%+16.0pp | 6.78%+13.1pp | 13.05%+6.8pp |
| Employer contribution / active EE | $49,423 | $35,642+38.7% | $25,154+96.5% | $37,639+31.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |