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 4-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 Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $54,995 |
PRICEKUBECKA PLLC1 year Filed as: PRICE KUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,356 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,837 | $88,581+79.3% | $145,661+9.0% | $74,304+113.8% |
| Participation rate | 95.4% | 64.9%+30.5pp | 77.2%+18.2pp | 60.3%+35.1pp |
| Annual return | 12.86% | 34.30%-21.4pp | 101.46%-88.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $2,558 | $2,612-2.1% | $4,238-39.6% | $2,241+14.1% |
| Participant deferral / active EE | $4,905 | $4,151+18.2% | $7,198-31.9% | $3,767+30.2% |
| Admin fee / account holder | $108 | $2,953-96.3% | $12,466-99.1% | $2,969-96.3% |