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) | $55,000 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $39,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,869 | $99,078-6.3% | $96,544-3.8% | $74,419+24.8% |
| Participation rate | 88.4% | 80.7%+7.8pp | 76.0%+12.5pp | 70.7%+17.7pp |
| Annual return | 24.64% | 22.48%+2.2pp | 25.84%-1.2pp | 34.38%-9.7pp |
| Employer contribution / active EE | $2,246 | $2,570-12.6% | $2,965-24.3% | $2,637-14.9% |
| Participant deferral / active EE | $7,030 | $4,933+42.5% | $4,851+44.9% | $4,528+55.3% |
| Admin fee / account holder | $161 | $225-28.5% | $8,252-98.1% | $348-53.8% |