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 15 · EIN 13-3689044 | Recordkeeping | $41,315 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $18,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,822 | $64,909+9.1% | $82,313-14.0% | $62,292+13.7% |
| Participation rate | 84.4% | 74.9%+9.6pp | 76.9%+7.6pp | 69.5%+14.9pp |
| Annual return | 12.37% | 21.18%-8.8pp | 25.88%-13.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $511 | $1,676-69.5% | $2,428-79.0% | $2,042-75.0% |
| Participant deferral / active EE | $3,216 | $3,103+3.6% | $3,706-13.2% | $3,169+1.5% |
| Admin fee / account holder | $290 | $440-34.0% | $5,608-94.8% | $479-39.5% |