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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $23,969 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,733 | $79,171-4.3% | $102,423-26.1% | $74,495+1.7% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.8pp | 67.2%+30.0pp |
| Annual return | 11.73% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $9,593 | $2,362+306.1% | $3,023+217.3% | $2,623+265.7% |
| Participant deferral / active EE | $6,544 | $4,415+48.2% | $5,053+29.5% | $4,346+50.6% |
| Admin fee / account holder | $21 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |