See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN BROKER-DEALER HOLDINGS Service code 27 277 PARK AVE. 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $41,956 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,725 |
COMPASS 360, LLC3 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVE. SUITE D201 · STRATHAM, NH 03885 | Contract Administrator | $5,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,059 | $96,484-57.4% | $156,263-73.7% | $74,304-44.7% |
| Participation rate | 91.9% | 67.7%+24.2pp | 78.9%+13.0pp | 60.3%+31.5pp |
| Annual return | 22.64% | 17.73%+4.9pp | 59.47%-36.8pp | 29.43%-6.8pp |
| Employer contribution / active EE | $2,287 | $2,528-9.6% | $4,333-47.2% | $2,241+2.0% |
| Participant deferral / active EE | $5,426 | $4,286+26.6% | $6,158-11.9% | $3,767+44.0% |
| Admin fee / account holder | $233 | $3,728-93.7% | $14,255-98.4% | $2,969-92.1% |