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 BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 36-3145972 | Consulting | $43,182 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $510 |
AMERICAN FUNDS5+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $380 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,782 | $84,948-19.0% | $70,449-2.4% | $73,409-6.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 12.98% | 13.39%-0.4pp | 109.03%-96.0pp | 59.29%-46.3pp |
| Employer contribution / active EE | $3,662 | $2,834+29.2% | $2,737+33.8% | $2,234+64.0% |
| Participant deferral / active EE | $3,930 | $3,387+16.0% | $3,709+6.0% | $3,805+3.3% |
| Admin fee / account holder | $74 | $98-24.6% | $3,845-98.1% | $158-53.2% |