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 4-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 BARNEY3 years Filed as: JP MORGAN Service code 15 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,036 | $44,960-75.5% | $84,966-87.0% | $74,495-85.2% |
| Participation rate | 95.0% | 49.4%+45.7pp | 67.5%+27.5pp | 67.2%+27.8pp |
| Annual return | 57.26% | 26.24%+31.0pp | 66.38%-9.1pp | 1364.94%-1307.7pp |
| Employer contribution / active EE | $2,467 | $1,457+69.3% | $2,727-9.5% | $2,623-6.0% |
| Participant deferral / active EE | $3,771 | $2,731+38.1% | $4,519-16.6% | $4,346-13.2% |
| Admin fee / account holder | $109 | $2,209-95.1% | $6,149-98.2% | $1,942-94.4% |