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 |
|---|---|---|
NYHART6+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $11,843 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $8,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,618 | $58,879-15.7% | $178,490-72.2% | $73,488-32.5% |
| Participation rate | 97.6% | 66.2%+31.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 14.42% | 24.86%-10.4pp | 151.07%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,863 | $2,236-16.7% | $5,011-62.8% | $2,270-17.9% |
| Participant deferral / active EE | $2,915 | $2,567+13.6% | $5,202-44.0% | $3,740-22.0% |
| Admin fee / account holder | $126 | $400-68.6% | $13,984-99.1% | $513-75.5% |