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 SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $14,940 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $6,064 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $3,323 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $405 |
Service code 49 | Other Services | $69 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,094 | $62,928-76.0% | $172,739-91.3% | $67,579-77.7% |
| Participation rate | 74.4% | 64.5%+10.0pp | 82.6%-8.2pp | 71.3%+3.2pp |
| Annual return | 1.62% | 30.36%-28.7pp | 802.84%-801.2pp | 378.56%-376.9pp |
| Employer contribution / active EE | $134 | $1,636-91.8% | $5,143-97.4% | $2,148-93.7% |
| Participant deferral / active EE | $1,712 | $2,145-20.2% | $5,198-67.1% | $3,539-51.6% |
| Admin fee / account holder | $21 | $167-87.5% | $13,954-99.9% | $142-85.4% |