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 BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $30,968 |
Filed as: TEACHERS INS & ANNUITY ASSOC OF AM Service code 15 · EIN 13-1624203 | Recordkeeping | $22,973 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $17,850 |
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 | $81,940 | $65,322+25.4% | $70,449+16.3% | $73,488+11.5% |
| Participation rate | 95.6% | 77.0%+18.6pp | 75.1%+20.5pp | 70.7%+24.9pp |
| Annual return | 13.88% | 15.71%-1.8pp | 109.03%-95.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $6,163 | $2,460+150.5% | $2,737+125.2% | $2,270+171.5% |
| Participant deferral / active EE | $5,183 | $3,375+53.6% | $3,709+39.7% | $3,740+38.6% |
| Admin fee / account holder | $187 | $214-12.5% | $3,845-95.1% | $513-63.5% |