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 GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $39,817 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $8,690 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP, INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $8,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,988 | $100,923-25.7% | $150,045-50.0% | $74,304+0.9% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.3%+16.0pp | 60.3%+37.9pp |
| Annual return | 21.89% | 51.77%-29.9pp | 62.55%-40.7pp | 29.43%-7.5pp |
| Employer contribution / active EE | $3,200 | $3,463-7.6% | $4,693-31.8% | $2,241+42.8% |
| Participant deferral / active EE | $6,517 | $6,709-2.9% | $7,997-18.5% | $3,767+73.0% |
| Admin fee / account holder | $148 | $2,767-94.7% | $13,435-98.9% | $2,969-95.0% |