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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,436 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,808 | $155,795-59.0% | $136,294-53.2% | $69,631-8.4% |
| Participation rate | 77.3% | 75.2%+2.1pp | 81.9%-4.6pp | 70.7%+6.7pp |
| Annual return | 23.60% | 232464.33%-232440.7pp | 5155.94%-5132.3pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $3,391 | $2,991+13.4% | $4,695-27.8% | $2,032+66.8% |
| Participant deferral / active EE | $7,177 | $5,394+33.1% | $6,247+14.9% | $3,224+122.6% |
| Admin fee / account holder | $65 | $128-49.1% | $9,243-99.3% | $110-40.9% |