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 BARNEY5 years Filed as: MORGAN STANLEY Service code 16 · EIN 36-3145972 | Consulting | $22,083 |
Filed as: MERRILL LYNCH PFS INCORPORATED Service code 27 · EIN 13-3180817 | Advisory (Plan) | $19,000 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $390 |
AMERICAN FUNDS6+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $340 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,349 | $94,833-13.2% | $75,696+8.8% | $86,799-5.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 20.83% | 16.91%+3.9pp | 104.53%-83.7pp | 97.91%-77.1pp |
| Employer contribution / active EE | $1,976 | $2,904-32.0% | $2,743-27.9% | $2,405-17.8% |
| Participant deferral / active EE | $3,862 | $3,632+6.3% | $3,821+1.1% | $4,131-6.5% |
| Admin fee / account holder | $72 | $109-33.8% | $3,619-98.0% | $170-57.6% |