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 BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $33,503 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,542 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,919 |
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 | $63,050 | $54,237+16.2% | $90,281-30.2% | $67,579-6.7% |
| Participation rate | 84.7% | 68.6%+16.1pp | 73.3%+11.4pp | 71.3%+13.4pp |
| Annual return | 26.59% | 37.27%-10.7pp | 78.10%-51.5pp | 378.56%-352.0pp |
| Employer contribution / active EE | $844 | $1,846-54.3% | $2,854-70.4% | $2,148-60.7% |
| Participant deferral / active EE | $3,806 | $2,625+45.0% | $3,885-2.0% | $3,539+7.5% |
| Admin fee / account holder | $155 | $123+25.6% | $5,351-97.1% | $142+9.0% |