See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $42,736 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $33,541 |
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,063 | $109,881+179.5% | $150,045+104.6% | $84,808+262.1% |
| Participation rate | 89.6% | 76.1%+13.5pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 17.80% | 28.25%-10.4pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,864 | $3,561+92.7% | $4,693+46.3% | $2,631+160.9% |
| Participant deferral / active EE | $9,463 | $6,636+42.6% | $7,997+18.3% | $4,212+124.7% |
| Admin fee / account holder | $256 | $8,568-97.0% | $13,435-98.1% | $7,344-96.5% |