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 |
|---|---|---|
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,030 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $20,648 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,077 | $113,016-54.8% | $103,476-50.6% | $74,495-31.4% |
| Participation rate | 91.0% | 80.8%+10.2pp | 80.5%+10.5pp | 67.2%+23.8pp |
| Annual return | 13.35% | 23.24%-9.9pp | 23.90%-10.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,011 | $4,881-38.3% | $4,672-35.6% | $2,623+14.8% |
| Participant deferral / active EE | $8,700 | $7,279+19.5% | $6,623+31.4% | $4,346+100.2% |
| Admin fee / account holder | $218 | $1,709-87.2% | $9,413-97.7% | $1,942-88.8% |