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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $37,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $922 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MAINSTAY2 years Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NATIXIS FUNDS5 years Service code 52 · EIN 04-3219179 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,502 | $60,989+186.1% | $60,874+186.7% | $66,914+160.8% |
| Participation rate | 98.2% | 74.5%+23.7pp | 73.1%+25.1pp | 69.8%+28.4pp |
| Annual return | -12.78% | -9.60%-3.2pp | 16.90%-29.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $5,004 | $2,661+88.1% | $2,701+85.2% | $2,544+96.7% |
| Participant deferral / active EE | $6,916 | $3,615+91.3% | $3,817+81.2% | $4,237+63.2% |
| Admin fee / account holder | $5 | $338-98.6% | $3,224-99.9% | $593-99.2% |