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 BARNEY4 years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $124,975 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $108,805 |
BELLOWS ASSOCIATES, P.A.5 years Service code 10 · EIN 65-0804414 | Accounting | $20,000 |
QCWDR, LLP7+ years Service code 29 · EIN 45-1444874 | Legal | $6,598 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $43,295 | $55,331-21.8% | $81,812-47.1% | $199,593-78.3% |
| Participation rate | 83.5% | 62.5%+21.0pp | 72.3%+11.1pp | 72.0%+11.5pp |
| Annual return | 11.34% | 19.59%-8.2pp | 773.79%-762.4pp | 34.25%-22.9pp |
| Employer contribution / active EE | $4,588 | $2,101+118.4% | $2,912+57.5% | $3,034+51.2% |
| Participant deferral / active EE | $208 | $3,283-93.7% | $4,319-95.2% | $5,087-95.9% |
| Admin fee / account holder | $38 | $346-89.1% | $7,386-99.5% | $269-86.0% |