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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,194 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 | Other Services | $19 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
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 | $99,875 | $45,035+121.8% | $62,995+58.5% | $70,131+42.4% |
| Participation rate | 87.9% | 69.5%+18.4pp | 74.8%+13.1pp | 69.5%+18.4pp |
| Annual return | 13.16% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,648 | $2,051-19.6% | $2,759-40.3% | $2,342-29.6% |
| Participant deferral / active EE | $7,533 | $2,465+205.6% | $3,329+126.2% | $3,332+126.1% |
| Admin fee / account holder | $10 | $2,834-99.7% | $3,600-99.7% | $4,645-99.8% |