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 |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,909 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $59,984 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,334 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,530 | $96,486+124.4% | $153,432+41.1% | $77,671+178.8% |
| Participation rate | 97.9% | 81.6%+16.2pp | 77.1%+20.8pp | 70.6%+27.3pp |
| Annual return | 12.18% | 14.44%-2.3pp | 15.66%-3.5pp | 31.21%-19.0pp |
| Employer contribution / active EE | $8,594 | $5,224+64.5% | $5,038+70.6% | $2,726+215.2% |
| Participant deferral / active EE | $10,162 | $6,609+53.8% | $6,757+50.4% | $4,648+118.6% |
| Admin fee / account holder | $265 | $182+45.2% | $12,725-97.9% | $430-38.4% |