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 BARNEY5 years Filed as: MORGAN STANLEY Service code 50 · EIN 26-4310632 | Direct Payment | $145,259 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $78,133 |
BELLOWS ASSOCIATES, P.A.6 years Service code 10 · EIN 65-0804414 | Accounting | $20,000 |
QCWDR, LLP8+ years Service code 29 · EIN 45-1444874 | Legal | $6,500 |
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 | $47,708 | $63,770-25.2% | $71,209-33.0% | $102,872-53.6% |
| Participation rate | 83.7% | 61.0%+22.7pp | 73.8%+10.0pp | 73.0%+10.7pp |
| Annual return | 12.36% | 16.01%-3.6pp | 282.51%-270.2pp | 19.06%-6.7pp |
| Employer contribution / active EE | $4,394 | $2,367+85.7% | $2,721+61.5% | $3,526+24.6% |
| Participant deferral / active EE | $257 | $3,587-92.8% | $4,175-93.8% | $5,535-95.3% |
| Admin fee / account holder | $28 | $220-87.3% | $5,349-99.5% | $292-90.4% |