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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,926 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,175 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3113285 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment 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 | $119,590 | $53,127+125.1% | $86,590+38.1% | $70,131+70.5% |
| Participation rate | 98.5% | 65.3%+33.2pp | 73.5%+25.0pp | 69.5%+29.0pp |
| Annual return | 20.91% | 27.66%-6.7pp | 964.84%-943.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $4,778 | $2,068+131.0% | $2,839+68.3% | $2,342+104.0% |
| Participant deferral / active EE | $7,628 | $2,696+182.9% | $3,609+111.4% | $3,332+128.9% |
| Admin fee / account holder | $29 | $3,585-99.2% | $4,906-99.4% | $4,645-99.4% |