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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,625 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 61 · EIN 71-0930784 | Finders' fees / placement fees | $769 |
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 | $42,601 | $54,320-21.6% | $67,652-37.0% | $52,331-18.6% |
| Participation rate | 78.0% | 73.6%+4.4pp | 75.7%+2.3pp | 68.1%+9.9pp |
| Annual return | -4.74% | 6.81%-11.5pp | 6625.04%-6629.8pp | 4.54%-9.3pp |
| Employer contribution / active EE | $939 | $1,544-39.2% | $2,266-58.6% | $1,882-50.1% |
| Participant deferral / active EE | $2,304 | $2,950-21.9% | $3,560-35.3% | $3,022-23.8% |
| Admin fee / account holder | $24 | $527-95.4% | $4,821-99.5% | $592-95.9% |