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 | $66,098+7.2% | $101,794-30.4% | $74,304-4.6% |
| Participation rate | 86.1% | 53.8%+32.4pp | 69.2%+16.9pp | 60.3%+25.8pp |
| Annual return | 18.27% | 19.59%-1.3pp | 30.53%-12.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,091 | $1,082+0.9% | $2,289-52.3% | $2,241-51.3% |
| Participant deferral / active EE | $4,358 | $2,781+56.7% | $4,084+6.7% | $3,767+15.7% |
| Admin fee / account holder | $235 | $4,146-94.3% | $8,777-97.3% | $2,969-92.1% |