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 BARNEY6 years Filed as: MORGAN STANLEY WEALTH MGMT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $76,306 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $34,536 |
Filed as: ALDRICH CPA'S Service code 10 · EIN 93-0623286 | Accounting | $16,500 |
Filed as: ALDRICH SERVICES LLP Service code 10 · EIN 93-0623286 | Accounting | $8,250 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,986 |
ATK LLP1 year Service code 10 680 HAWTHORNE AVE SE STE 140 · SALEM, OR 97301 | Accounting | $1,592 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,373 | $42,353-33.0% | $79,550-64.3% | $64,808-56.2% |
| Participation rate | 85.2% | 64.8%+20.4pp | 69.5%+15.7pp | 71.5%+13.7pp |
| Annual return | -16.26% | -12.24%-4.0pp | 0.16%-16.4pp | 32.82%-49.1pp |
| Employer contribution / active EE | $417 | $1,181-64.7% | $2,413-82.7% | $2,506-83.3% |
| Participant deferral / active EE | $1,582 | $3,170-50.1% | $3,985-60.3% | $4,310-63.3% |
| Admin fee / account holder | $116 | $160-27.0% | $6,832-98.3% | $188-38.0% |