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 8-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 SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,835 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 20-8294681 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
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 | $71,891 | $50,385+42.7% | $75,670-5.0% | $62,292+15.4% |
| Participation rate | 93.7% | 67.7%+26.0pp | 72.3%+21.4pp | 69.5%+24.2pp |
| Annual return | 15.40% | 19.90%-4.5pp | 27.34%-11.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $898 | $1,537-41.6% | $2,352-61.8% | $2,042-56.0% |
| Participant deferral / active EE | $3,764 | $2,445+53.9% | $3,142+19.8% | $3,169+18.8% |
| Admin fee / account holder | $16 | $384-95.7% | $5,800-99.7% | $479-96.6% |