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 BARNEY4 years Filed as: JP MORGAN BROKER -DEALER Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $33,601 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $525 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 101 PARK AVE FL 12TH · NEW YORK, NY 101780002 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,704 | $101,317-28.2% | $146,958-50.5% | $74,495-2.4% |
| Participation rate | 42.6% | 75.5%-32.9pp | 82.2%-39.5pp | 67.2%-24.6pp |
| Annual return | 14.43% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,064 | $7,303-30.7% | $8,070-37.3% | $4,346+16.5% |
| Admin fee / account holder | $313 | $1,739-82.0% | $12,998-97.6% | $1,942-83.9% |