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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
WHITTLESEY PC2 years Service code 49 · EIN 06-0903326 | Other Services | $14,250 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES AND BOONE LLP Service code 29 · EIN 75-1312888 | Legal | $11,914 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,288 |
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 | $153,213 | $84,936+80.4% | $111,297+37.7% | $79,386+93.0% |
| Participation rate | 94.4% | 75.9%+18.5pp | 77.3%+17.1pp | 70.7%+23.7pp |
| Annual return | 14.70% | 17.45%-2.8pp | 54.65%-40.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $8,230 | $1,979+315.8% | $2,731+201.4% | $2,427+239.0% |
| Participant deferral / active EE | $11,775 | $3,888+202.8% | $4,487+162.4% | $4,046+191.1% |
| Admin fee / account holder | $112 | $537-79.1% | $7,964-98.6% | $626-82.1% |