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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J P MORGAN SECURITIES LLC Service code 61 1111 POLARIS PKWY STE 2A · COLUMBUS, OH 43240 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,543 | $43,550+94.1% | $63,517+33.1% | $52,331+61.6% |
| Participation rate | 99.2% | 65.7%+33.5pp | 71.0%+28.1pp | 68.1%+31.1pp |
| Annual return | -1.40% | 2.03%-3.4pp | -70.30%+68.9pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,609 | $1,351+93.1% | $2,322+12.4% | $1,882+38.6% |
| Participant deferral / active EE | $5,236 | $2,254+132.3% | $2,953+77.3% | $3,022+73.3% |
| Admin fee / account holder | $7 | $387-98.1% | $5,892-99.9% | $592-98.8% |