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 BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $27,996 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,340 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-6437098 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 36-4277151 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496730 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 33-0239892 | Indirect Investment Fees | $0 |
ROYCE1 year Service code 52 · EIN 13-3139046 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | 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 | $62,355 | $89,739-30.5% | $149,718-58.4% | $62,292+0.1% |
| Participation rate | 94.1% | 85.1%+9.0pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 19.41% | 21.01%-1.6pp | 1501.63%-1482.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $2,114 | $3,233-34.6% | $5,445-61.2% | $2,042+3.5% |
| Participant deferral / active EE | $3,677 | $4,797-23.3% | $6,569-44.0% | $3,169+16.0% |
| Admin fee / account holder | $24 | $551-95.7% | $11,283-99.8% | $479-95.1% |