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 BARNEY2 years Filed as: MORGAN STANLEY INSTITUTIONAL INVES Service code 27 · EIN 11-3658445 | Advisory (Plan) | $26,305 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,684 |
CHESTER M. KEARNEY4 years Service code 10 · EIN 01-0411241 | Accounting | $15,645 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,906 | $104,919+61.9% | $116,228+46.2% | $85,563+98.6% |
| Participation rate | 96.5% | 78.6%+17.9pp | 74.6%+21.9pp | 66.0%+30.5pp |
| Annual return | 15.99% | 15.38%+0.6pp | 90.06%-74.1pp | 31.51%-15.5pp |
| Employer contribution / active EE | $6,257 | $3,485+79.5% | $2,994+109.0% | $2,654+135.8% |
| Participant deferral / active EE | $6,672 | $5,306+25.7% | $4,953+34.7% | $4,375+52.5% |
| Admin fee / account holder | $57 | $429-86.8% | $11,989-99.5% | $834-93.2% |