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 |
|---|---|---|
ASCENSUS LLC1 year Service code 28 · EIN 11-3665754 | Investment Management | $58,074 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $3,393 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: SMITH BARNEY Service code 28 · EIN 13-2919773 | Investment Management | $0 |
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 | $20,906 | $47,456-55.9% | $172,739-87.9% | $77,787-73.1% |
| Participation rate | 97.6% | 66.3%+31.3pp | 82.6%+15.0pp | 73.2%+24.4pp |
| Annual return | 15.78% | 35.57%-19.8pp | 802.84%-787.1pp | 32.57%-16.8pp |
| Employer contribution / active EE | $2,137 | $1,574+35.8% | $5,143-58.4% | $2,504-14.7% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $166 | $81+105.1% | $13,954-98.8% | $100+65.7% |