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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $26,250 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 16 1585 BROADWAY · NEW YORK, NY 10036 | Consulting | $8,750 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,807 | $71,142+44.5% | $119,609-14.0% | $64,808+58.6% |
| Participation rate | 92.7% | 78.6%+14.1pp | 79.3%+13.5pp | 71.5%+21.3pp |
| Annual return | -16.19% | -10.01%-6.2pp | -14.97%-1.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,715 | $2,497-31.3% | $4,232-59.5% | $2,506-31.5% |
| Participant deferral / active EE | $3,160 | $4,490-29.6% | $5,602-43.6% | $4,310-26.7% |
| Admin fee / account holder | $112 | $162-31.1% | $10,323-98.9% | $188-40.6% |