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 |
|---|---|---|
Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $108,750 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $71,248 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $51,570 |
TEAM FINANCIAL STRATEGIES2 years Filed as: TEAM ST. INC. Service code 36 · EIN 47-2090829 | Direct payment from the plan; Other s... | $6,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,602 | $41,510+26.7% | $84,966-38.1% | $99,062-46.9% |
| Participation rate | 77.6% | 35.3%+42.3pp | 67.5%+10.1pp | 71.6%+5.9pp |
| Annual return | 11.68% | 17.38%-5.7pp | 66.38%-54.7pp | 17.66%-6.0pp |
| Employer contribution / active EE | $2,004 | $1,137+76.2% | $2,727-26.5% | $3,262-38.6% |
| Participant deferral / active EE | $0 | $2,246-100.0% | $4,519-100.0% | $5,331-100.0% |
| Admin fee / account holder | $77 | $175-56.2% | $6,149-98.8% | $109-29.6% |