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 BARNEY3 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,000 |
WHITTLESEY PC1 year Service code 49 · EIN 06-0903326 | Other Services | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,842 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,785 | $73,638+89.8% | $95,952+45.7% | $73,488+90.2% |
| Participation rate | 96.5% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 19.59% | 16.78%+2.8pp | 91.61%-72.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $7,440 | $1,863+299.3% | $2,541+192.8% | $2,270+227.7% |
| Participant deferral / active EE | $11,128 | $3,617+207.7% | $4,167+167.0% | $3,740+197.6% |
| Admin fee / account holder | $52 | $482-89.2% | $6,795-99.2% | $513-89.9% |