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 |
|---|---|---|
Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $48,616 |
Service code 49 · EIN 04-1590850 | Other Services | $4,430 |
AB FUNDS1 year Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,540 | $58,879+118.3% | $178,490-28.0% | $73,488+74.9% |
| Participation rate | 98.2% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.6pp |
| Annual return | 2.93% | 24.86%-21.9pp | 151.07%-148.1pp | 28.51%-25.6pp |
| Employer contribution / active EE | $3,405 | $2,236+52.3% | $5,011-32.0% | $2,270+50.0% |
| Participant deferral / active EE | $3,822 | $2,567+48.9% | $5,202-26.5% | $3,740+2.2% |
| Admin fee / account holder | $22 | $400-94.5% | $13,984-99.8% | $513-95.7% |