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 BARNEY5+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $27,409 |
Service code 49 · EIN 04-1590850 | Other Services | $3,768 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC3 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
CALVERT3 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 |
HARRIS3 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 | $36,770 | $52,293-29.7% | $178,490-79.4% | $73,409-49.9% |
| Participation rate | 97.9% | 65.3%+32.6pp | 81.9%+16.0pp | 72.2%+25.8pp |
| Annual return | 4.39% | 34.75%-30.4pp | 151.07%-146.7pp | 59.29%-54.9pp |
| Employer contribution / active EE | $1,054 | $1,735-39.3% | $5,011-79.0% | $2,234-52.8% |
| Participant deferral / active EE | $1,917 | $2,332-17.8% | $5,202-63.1% | $3,805-49.6% |
| Admin fee / account holder | $11 | $127-91.1% | $13,984-99.9% | $158-92.9% |