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 8-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 BARNEY2 years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $126,073 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $123,714 |
BELLOWS ASSOCIATES, P.A.3 years Service code 10 · EIN 65-0804414 | Accounting | $34,250 |
QCWDR, LLP5+ years Service code 29 · EIN 45-1444874 | Legal | $6,544 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,063 | $43,113-21.0% | $82,719-58.8% | $77,904-56.3% |
| Participation rate | 83.7% | 63.8%+19.8pp | 72.6%+11.1pp | 73.7%+10.0pp |
| Annual return | -14.63% | 2.60%-17.2pp | 701.18%-715.8pp | 12.21%-26.8pp |
| Employer contribution / active EE | $3,570 | $1,924+85.5% | $3,009+18.6% | $2,848+25.4% |
| Participant deferral / active EE | $195 | $3,057-93.6% | $4,395-95.6% | $4,806-95.9% |
| Admin fee / account holder | $55 | $102-46.6% | $5,329-99.0% | $133-58.8% |