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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $72,017 |
Service code 10 · EIN 27-0402452 | Accounting | $6,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$38,045 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,075 | $80,731+48.7% | $103,374+16.2% | $74,546+61.1% |
| Participation rate | 82.8% | 65.7%+17.2pp | 74.5%+8.3pp | 67.2%+15.6pp |
| Annual return | 12.79% | 27.56%-14.8pp | 24.89%-12.1pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,486 | $3,158-21.3% | $3,869-35.8% | $2,624-5.3% |
| Participant deferral / active EE | $6,713 | $3,860+73.9% | $5,058+32.7% | $4,347+54.4% |
| Admin fee / account holder | $144 | $2,369-93.9% | $8,394-98.3% | $1,944-92.6% |