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 9-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 BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 3562 ROUND BARN CIRCLE, 1ST FLOOR · SANTA ROSA, CA 95403 | Advisory (Plan) | $99,963 |
Service code 10 · EIN 68-0369583 | Accounting | $33,531 |
BROTEMARKLE, DAVIS & CO LLP1+ years Filed as: BROTEMARKLE, DAVIS & CO. LLP Service code 10 · EIN 68-0219846 | Accounting | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,287 | $46,072+211.0% | $70,014+104.7% | $55,167+159.7% |
| Participation rate | 85.9% | 67.5%+18.5pp | 71.8%+14.1pp | 69.0%+16.9pp |
| Annual return | 5.09% | 8.68%-3.6pp | 12.99%-7.9pp | 169.23%-164.1pp |
| Employer contribution / active EE | $10,391 | $1,500+592.8% | $2,338+344.4% | $1,963+429.5% |
| Participant deferral / active EE | $4,865 | $2,344+107.6% | $2,931+66.0% | $3,054+59.3% |
| Admin fee / account holder | $1,036 | $428+142.3% | $4,380-76.4% | $504+105.6% |