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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $36,769 |
PEGGY S. EDGE, CPA, LLC1 year Service code 10 · EIN 26-4527814 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,882 | $65,246+8.6% | $98,716-28.2% | $67,986+4.3% |
| Participation rate | 86.1% | 51.4%+34.7pp | 69.3%+16.8pp | 57.2%+28.9pp |
| Annual return | 18.27% | 20.58%-2.3pp | 31.81%-13.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $1,091 | $1,042+4.7% | $2,279-52.1% | $2,019-46.0% |
| Participant deferral / active EE | $4,358 | $2,594+68.0% | $4,048+7.7% | $3,358+29.8% |
| Admin fee / account holder | $235 | $4,561-94.8% | $8,703-97.3% | $3,203-92.7% |