Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,036 | $44,984-75.5% | $85,009-87.0% | $74,546-85.2% |
| Participation rate | 95.0% | 49.4%+45.7pp | 67.5%+27.5pp | 67.2%+27.8pp |
| Annual return | 57.26% | 26.25%+31.0pp | 66.47%-9.2pp | 1366.03%-1308.8pp |
| Employer contribution / active EE | $2,467 | $1,458+69.2% | $2,728-9.6% | $2,624-6.0% |
| Participant deferral / active EE | $3,771 | $2,733+38.0% | $4,522-16.6% | $4,347-13.3% |
| Admin fee / account holder | $109 | $2,208-95.0% | $6,153-98.2% | $1,944-94.4% |