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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $32,138 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP, INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $9,446 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,394 | $101,317-45.3% | $146,958-62.3% | $74,495-25.6% |
| Participation rate | 97.4% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 19.97% | 8730.91%-8710.9pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $2,950 | $3,810-22.6% | $4,933-40.2% | $2,623+12.5% |
| Participant deferral / active EE | $5,846 | $7,303-20.0% | $8,070-27.6% | $4,346+34.5% |
| Admin fee / account holder | $124 | $1,739-92.8% | $12,998-99.0% | $1,942-93.6% |