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: FIDELITY INVEST INSTIT OPER CO Service code 55 | Other Commissions | $29,345 |
Service code 49 · EIN 04-2530412 | Other Services | $11,771 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,340 | $52,208-18.9% | $86,612-51.1% | $74,419-43.1% |
| Participation rate | 94.4% | 66.3%+28.0pp | 71.7%+22.7pp | 70.7%+23.6pp |
| Annual return | 13.58% | 44.46%-30.9pp | 591.07%-577.5pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,349 | $2,282-40.9% | $3,022-55.4% | $2,637-48.9% |
| Participant deferral / active EE | $3,764 | $3,383+11.3% | $4,438-15.2% | $4,528-16.9% |
| Admin fee / account holder | $50 | $319-84.2% | $5,614-99.1% | $348-85.6% |