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 BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WARF 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Plan) | $35,363 |
METRO BENEFITS, INC.6 years Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 152375232 | Contract Administrator | $21,070 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,848 | $88,083+52.0% | $164,813-18.8% | $74,495+79.7% |
| Participation rate | 97.1% | 73.0%+24.0pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 14.01% | 17.26%-3.3pp | 69.93%-55.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,521 | $2,593+35.8% | $4,341-18.9% | $2,623+34.2% |
| Participant deferral / active EE | $6,566 | $4,498+46.0% | $6,031+8.9% | $4,346+51.1% |
| Admin fee / account holder | -$67 | $2,234-103.0% | $12,690-100.5% | $1,942-103.5% |