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 BARNEY4+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $24,717 |
Service code 49 · EIN 04-1590850 | Other Services | $2,966 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,906 | $62,928-42.9% | $172,739-79.2% | $67,579-46.9% |
| Participation rate | 95.9% | 64.5%+31.4pp | 82.6%+13.2pp | 71.3%+24.6pp |
| Annual return | 7.38% | 30.36%-23.0pp | 802.84%-795.5pp | 378.56%-371.2pp |
| Employer contribution / active EE | $964 | $1,636-41.1% | $5,143-81.3% | $2,148-55.1% |
| Participant deferral / active EE | $1,565 | $2,145-27.0% | $5,198-69.9% | $3,539-55.8% |
| Admin fee / account holder | $9 | $167-94.8% | $13,954-99.9% | $142-94.0% |