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 BARNEY4 years Filed as: J. P. MORGAN SECURITIES Service code 51 · EIN 13-4110995 | Investment Mgmt Fees | $60,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,537 | $100,801+121.8% | $149,696+49.3% | $73,409+204.5% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 17.90% | 265.34%-247.4pp | 276.60%-258.7pp | 59.29%-41.4pp |
| Employer contribution / active EE | $8,165 | $3,312+146.6% | $4,644+75.8% | $2,234+265.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $198 | $181+9.5% | $9,309-97.9% | $158+25.4% |