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 |
|---|---|---|
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 BARNEY7 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $53,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,545 | $88,890+10.9% | $102,423-3.8% | $77,643+26.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 15.24% | 24.98%-9.7pp | 29.32%-14.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,373 | $2,698-12.0% | $3,023-21.5% | $2,726-13.0% |
| Participant deferral / active EE | $7,481 | $5,145+45.4% | $5,053+48.1% | $4,647+61.0% |
| Admin fee / account holder | $162 | $235-31.1% | $9,451-98.3% | $430-62.3% |