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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $157,608 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $36,812 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $3,250 |
Service code 15 | Recordkeeping | $0 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $246,094 | $85,635+187.4% | $123,892+98.6% | $63,975+284.7% |
| Participation rate | 85.2% | 74.9%+10.2pp | 81.4%+3.8pp | 71.1%+14.0pp |
| Annual return | 9.44% | 15.74%-6.3pp | 47.52%-38.1pp | 48.65%-39.2pp |
| Employer contribution / active EE | $5,027 | $3,076+63.4% | $4,617+8.9% | $2,182+130.4% |
| Participant deferral / active EE | $10,089 | $5,667+78.0% | $5,984+68.6% | $3,356+200.6% |
| Admin fee / account holder | $64 | $75-15.1% | $8,357-99.2% | $70-9.7% |