See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $34,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,749 | $72,254-31.1% | $86,677-42.6% | $64,808-23.2% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.6%+18.9pp | 71.5%+24.0pp |
| Annual return | -15.27% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,829 | $2,393+18.2% | $2,836-0.3% | $2,506+12.9% |
| Participant deferral / active EE | $2,392 | $4,658-48.6% | $4,656-48.6% | $4,310-44.5% |
| Admin fee / account holder | $122 | $174-30.0% | $7,493-98.4% | $188-35.2% |