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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $28,499 |
Filed as: TRANAMERICA RETIREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $28,164 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,436 | $79,171-41.3% | $102,423-54.7% | $74,495-37.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 21.54% | 54.93%-33.4pp | 29.32%-7.8pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $3,817 | $2,362+61.6% | $3,023+26.3% | $2,623+45.5% |
| Participant deferral / active EE | $9,823 | $4,415+122.5% | $5,053+94.4% | $4,346+126.0% |
| Admin fee / account holder | $216 | $2,001-89.2% | $9,451-97.7% | $1,942-88.9% |