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: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 51-0116113 | Other Fees | $11,642 |
Filed as: IMPROVED FUNDING TECHNIQUES, INC Service code 99 · EIN 11-1000111 | Other Fees | $7,310 |
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 | $168,866 | $73,102+131.0% | $123,544+36.7% | $56,287+200.0% |
| Participation rate | 98.1% | 74.3%+23.8pp | 82.3%+15.8pp | 69.9%+28.3pp |
| Annual return | -5.76% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $11,039 | $5,423+103.6% | $6,426+71.8% | $3,350+229.5% |
| Admin fee / account holder | $118 | $554-78.6% | $9,284-98.7% | $521-77.3% |