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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2624428 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $2,500 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $420 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,893 | $65,376-35.9% | $87,100-51.9% | $65,185-35.7% |
| Participation rate | 78.0% | 75.3%+2.6pp | 76.9%+1.1pp | 70.2%+7.8pp |
| Annual return | 21.49% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,027 | $1,822-43.7% | $2,521-59.3% | $2,177-52.8% |
| Participant deferral / active EE | $4,283 | $3,388+26.4% | $4,049+5.8% | $3,514+21.9% |
| Admin fee / account holder | $17 | $520-96.7% | $7,497-99.8% | $847-98.0% |