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) | $54,990 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,806 | $72,254+0.8% | $86,677-16.0% | $64,808+12.3% |
| Participation rate | 86.9% | 80.4%+6.5pp | 76.6%+10.3pp | 71.5%+15.4pp |
| Annual return | -15.23% | 392.42%-407.7pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,096 | $2,393-12.4% | $2,836-26.1% | $2,506-16.3% |
| Participant deferral / active EE | $6,870 | $4,658+47.5% | $4,656+47.6% | $4,310+59.4% |
| Admin fee / account holder | $101 | $174-41.8% | $7,493-98.6% | $188-46.1% |