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 6-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 |
|---|---|---|
Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $21,600 |
AE WEALTH MANAGEMENT LLC3 years Filed as: AE WEALTH MANAGEMENT, LLC Service code 26 · EIN 36-4824075 | Advisory (Participants) | $4,885 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,737 | $119,446-65.1% | $150,045-72.2% | $85,563-51.2% |
| Participation rate | 91.9% | 75.4%+16.4pp | 82.3%+9.5pp | 66.0%+25.9pp |
| Annual return | 27.63% | 23.72%+3.9pp | 62.55%-34.9pp | 31.51%-3.9pp |
| Employer contribution / active EE | $5,135 | $4,078+25.9% | $4,693+9.4% | $2,654+93.5% |
| Participant deferral / active EE | $8,949 | $7,985+12.1% | $7,997+11.9% | $4,375+104.5% |
| Admin fee / account holder | $175 | $548-68.1% | $13,435-98.7% | $834-79.0% |