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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,045 |
NATIONWIDE10+ years Service code 15 ONE NATIOWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,099 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY & CO. Service code 28 · EIN 26-3415651 | Investment Management | $11,212 |
Filed as: ASSUREDPARTNERS NORTHEAST LLC Service code 49 · EIN 45-3443572 | Other Services | $5,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,701 | $50,982-18.2% | $154,803-73.1% | $85,563-51.3% |
| Participation rate | 83.0% | 59.8%+23.2pp | 78.1%+4.9pp | 66.0%+17.0pp |
| Annual return | 14.40% | 30.35%-16.0pp | 58.88%-44.5pp | 31.51%-17.1pp |
| Employer contribution / active EE | $2,054 | $1,708+20.3% | $4,305-52.3% | $2,654-22.6% |
| Participant deferral / active EE | $2,354 | $2,474-4.8% | $5,540-57.5% | $4,375-46.2% |
| Admin fee / account holder | $236 | $846-72.1% | $14,329-98.4% | $834-71.7% |