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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WARF 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Plan) | $28,883 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,775 |
METRO BENEFITS, INC.4 years Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 152375232 | Contract Administrator | $1,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,532 | $86,655+4.5% | $119,609-24.3% | $66,914+35.3% |
| Participation rate | 97.7% | 75.6%+22.2pp | 79.3%+18.5pp | 69.8%+27.9pp |
| Annual return | -16.09% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,587 | $2,536+80.9% | $4,232+8.4% | $2,544+80.3% |
| Participant deferral / active EE | $6,536 | $4,358+50.0% | $5,602+16.7% | $4,237+54.3% |
| Admin fee / account holder | -$52 | $755-106.9% | $10,323-100.5% | $593-108.8% |