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 HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,000 |
Service code 49 · EIN 04-1590850 | Other Services | $5,110 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years 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 | $69,036 | $43,504+58.7% | $68,793+0.4% | $56,287+22.7% |
| Participation rate | 94.0% | 67.8%+26.2pp | 72.2%+21.8pp | 69.9%+24.2pp |
| Annual return | -1.73% | -3.15%+1.4pp | -4.63%+2.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $979 | $1,525-35.8% | $2,625-62.7% | $2,111-53.6% |
| Participant deferral / active EE | $3,899 | $2,509+55.4% | $3,311+17.8% | $3,350+16.4% |
| Admin fee / account holder | $21 | $515-95.8% | $5,131-99.6% | $521-95.9% |