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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,550 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $2,500 |
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 | $49,926 | $73,638-32.2% | $95,952-48.0% | $73,488-32.1% |
| Participation rate | 78.8% | 76.2%+2.7pp | 77.1%+1.8pp | 70.7%+8.2pp |
| Annual return | 15.71% | 16.78%-1.1pp | 91.61%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,005 | $1,863-46.1% | $2,541-60.4% | $2,270-55.7% |
| Participant deferral / active EE | $4,227 | $3,617+16.9% | $4,167+1.4% | $3,740+13.0% |
| Admin fee / account holder | $41 | $482-91.4% | $6,795-99.4% | $513-92.0% |