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: MORGANSTANLEY SMITHBARNEY, LLC Service code 55 | Other Commissions | $34,381 |
BDO USA, LLP1 year Service code 49 · EIN 13-5281590 | Other Services | $4,268 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,310 |
RELIANCE TRUST COMPANY2+ years Service code 15 · EIN 58-1428634 | Recordkeeping | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $0 |
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 | $88,501 | $58,726+50.7% | $92,233-4.0% | $62,292+42.1% |
| Participation rate | 95.1% | 68.3%+26.7pp | 76.5%+18.6pp | 69.5%+25.6pp |
| Annual return | 24.76% | 43.62%-18.9pp | 176.28%-151.5pp | 28.90%-4.1pp |
| Employer contribution / active EE | $3,583 | $2,392+49.8% | $3,679-2.6% | $2,042+75.5% |
| Participant deferral / active EE | $7,145 | $2,766+158.3% | $3,897+83.4% | $3,169+125.5% |
| Admin fee / account holder | $38 | $556-93.2% | $5,194-99.3% | $479-92.1% |