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 BARNEY9+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $163,964 |
ZENITH AMERICAN SOLUTIONS7 years Service code 10 · EIN 59-1590516 603 STANWIX STREET, SUITE 1500 · PITTSBURGH, PA 15222 | Accounting | $60,744 |
STEVEN D EISENBERG CPA PA9+ years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $16,224 |
MIERZWA AND FLOYD P.A.3 years Filed as: MIERZWA & FLOYD P.A. Service code 29 · EIN 65-0764963 3900 WOODLAKE BLVD 212 · LAKE WORTH, FL 33463 | Legal | $8,464 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,278 | $129,021-87.4% | $184,203-91.2% | $77,643-79.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 7.20% | 33.27%-26.1pp | 28.81%-21.6pp | 31.24%-24.0pp |
| Employer contribution / active EE | $6,541 | $4,413+48.2% | $6,427+1.8% | $2,726+140.0% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $105 | $254-58.5% | $13,901-99.2% | $430-75.5% |