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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 | Recordkeeping Fees | $24,454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,017 | $84,556-43.2% | $116,228-58.7% | $74,304-35.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 16.14% | 18.35%-2.2pp | 90.06%-73.9pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,679 | $2,168-22.5% | $2,994-43.9% | $2,241-25.1% |
| Participant deferral / active EE | $3,636 | $3,814-4.7% | $4,953-26.6% | $3,767-3.5% |
| Admin fee / account holder | $159 | $3,792-95.8% | $11,989-98.7% | $2,969-94.7% |