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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $10,316 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $9,548 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $4,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,694 | $104,475-50.5% | $159,436-67.6% | $79,386-34.9% |
| Participation rate | 96.9% | 76.6%+20.3pp | 82.8%+14.1pp | 70.7%+26.2pp |
| Annual return | 19.76% | 67.95%-48.2pp | 263.57%-243.8pp | 116.85%-97.1pp |
| Employer contribution / active EE | $2,962 | $3,417-13.3% | $4,829-38.7% | $2,427+22.0% |
| Participant deferral / active EE | $5,323 | $6,467-17.7% | $7,352-27.6% | $4,046+31.6% |
| Admin fee / account holder | $87 | $711-87.7% | $10,799-99.2% | $626-86.1% |