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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $108,214 |
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $33,750 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 27 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $29,443 |
CROWE LLP3 years Filed as: CROWE HORWATH LLP Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $19,150 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $16,875 |
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 | $100,139 | $102,389-2.2% | $100,516-0.4% | $90,288+10.9% |
| Participation rate | 90.6% | 84.0%+6.6pp | 79.4%+11.2pp | 73.4%+17.2pp |
| Annual return | 22.40% | 22.50%-0.1pp | 30.89%-8.5pp | 53.97%-31.6pp |
| Employer contribution / active EE | $3,065 | $3,056+0.3% | $3,418-10.3% | $2,524+21.4% |
| Participant deferral / active EE | $10,207 | $7,514+35.8% | $6,270+62.8% | $4,232+141.2% |
| Admin fee / account holder | $166 | $83+98.8% | $8,081-98.0% | $114+45.1% |