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 Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $39,530 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $32,838 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 600 BLAIR PARK ROAD · WILLISTON, VT 05495 | Contract Administrator | $12,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,087 | $50,199+9.7% | $70,092-21.4% | $66,914-17.7% |
| Participation rate | 93.0% | 66.3%+26.7pp | 70.5%+22.6pp | 69.8%+23.2pp |
| Annual return | -14.35% | -13.85%-0.5pp | 190.73%-205.1pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,187 | $1,864+17.3% | $2,559-14.5% | $2,544-14.1% |
| Participant deferral / active EE | $4,277 | $3,112+37.4% | $3,849+11.1% | $4,237+0.9% |
| Admin fee / account holder | $293 | $600-51.2% | $6,267-95.3% | $593-50.7% |