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 Service code 27 1300 THAMES ST WARF 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Plan) | $49,571 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 152375232 | Contract Administrator | $11,080 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,456 | $93,182+16.4% | $146,665-26.1% | $79,386+36.6% |
| Participation rate | 96.8% | 76.4%+20.3pp | 80.1%+16.7pp | 70.7%+26.1pp |
| Annual return | 14.02% | 21.61%-7.6pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $5,015 | $2,420+107.2% | $4,136+21.2% | $2,427+106.6% |
| Participant deferral / active EE | $6,721 | $4,169+61.2% | $5,506+22.1% | $4,046+66.1% |
| Admin fee / account holder | $16 | $585-97.3% | $10,280-99.8% | $626-97.4% |