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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $59,855 |
Filed as: MORGAN STANLEY Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $44,989 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $118,568 | $71,802+65.1% | $133,980-11.5% | $57,658+105.6% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.1%+9.7pp | 70.2%+26.5pp |
| Annual return | 11.70% | 13.51%-1.8pp | 29.30%-17.6pp | 5.13%+6.6pp |
| Employer contribution / active EE | $9,024 | $3,161+185.5% | $5,211+73.2% | $1,974+357.2% |
| Participant deferral / active EE | $13,373 | $4,606+190.3% | $6,282+112.9% | $3,061+336.9% |
| Admin fee / account holder | $145 | $88+64.9% | $9,324-98.4% | $95+52.9% |