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 8-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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $27,680 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $17,201 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $7,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,838 | $104,317-66.6% | $159,436-78.1% | $86,799-59.9% |
| Participation rate | 77.3% | 77.7%-0.4pp | 82.8%-5.5pp | 72.3%+5.0pp |
| Annual return | 115.14% | 26.32%+88.8pp | 263.57%-148.4pp | 97.91%+17.2pp |
| Employer contribution / active EE | $2,848 | $3,451-17.5% | $4,829-41.0% | $2,405+18.4% |
| Participant deferral / active EE | $6,068 | $6,837-11.3% | $7,352-17.5% | $4,131+46.9% |
| Admin fee / account holder | $76 | $172-56.1% | $10,799-99.3% | $170-55.4% |