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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,502 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,440 |
PENSION WORKS, INC.1 year Filed as: PENSION WORKS INC Service code 15 · EIN 03-0359635 | Recordkeeping | $565 |
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 | $38,693 | $73,638-47.5% | $95,952-59.7% | $73,488-47.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 22.91% | 16.78%+6.1pp | 91.61%-68.7pp | 28.51%-5.6pp |
| Employer contribution / active EE | $2,597 | $1,863+39.4% | $2,541+2.2% | $2,270+14.4% |
| Participant deferral / active EE | $6,573 | $3,617+81.7% | $4,167+57.7% | $3,740+75.8% |
| Admin fee / account holder | $211 | $482-56.3% | $6,795-96.9% | $513-59.0% |