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: OLD SLIP REGISTERED INVEST ADVISOR Service code 27 40 WALL STREET FLOOR 28 · NEW YORK, NY 10005 | Advisory (Plan) | $41,250 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $13,750 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,006 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,281 | $73,404+29.8% | $87,100+9.4% | $67,579+41.0% |
| Participation rate | 75.1% | 80.9%-5.7pp | 76.9%-1.7pp | 71.3%+3.8pp |
| Annual return | 18.11% | 48.29%-30.2pp | 28.19%-10.1pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,830 | $2,014-9.1% | $2,521-27.4% | $2,148-14.8% |
| Participant deferral / active EE | $5,546 | $3,913+41.8% | $4,049+37.0% | $3,539+56.7% |
| Admin fee / account holder | $144 | $142+1.4% | $7,497-98.1% | $142+0.9% |