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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $23,077 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 49 PO BOX 601070 · JACKSONVILLE, FL 32260 | Other Services | $17,034 |
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 | $65,737 | $91,407-28.1% | $135,903-51.6% | $71,457-8.0% |
| Participation rate | 70.1% | 75.7%-5.6pp | 81.9%-11.8pp | 67.9%+2.2pp |
| Annual return | 18.59% | 29.90%-11.3pp | 68.23%-49.6pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,100 | $3,703-43.3% | $4,856-56.8% | $2,588-18.8% |
| Participant deferral / active EE | $6,871 | $7,092-3.1% | $7,758-11.4% | $4,289+60.2% |
| Admin fee / account holder | $194 | $1,266-84.6% | $10,762-98.2% | $1,587-87.8% |