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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 26 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $79,641 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $72,223 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 29 PO BOX 71570 · CHICAGO, IL 60694 | Legal | $41,250 |
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 | $58,368 | $71,106-17.9% | $83,333-30.0% | $75,289-22.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 77.8%+13.9pp | 72.4%+19.2pp |
| Annual return | 7.65% | -0.56%+8.2pp | 10.63%-3.0pp | -0.04%+7.7pp |
| Employer contribution / active EE | $1,969 | $2,436-19.2% | $3,379-41.7% | $2,405-18.1% |
| Participant deferral / active EE | $6,814 | $6,249+9.0% | $5,565+22.4% | $3,739+82.3% |
| Admin fee / account holder | $246 | $72+240.5% | $7,510-96.7% | $102+140.8% |