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 9-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.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,589 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 26 · EIN 36-3145972 | Advisory (Participants) | $72,550 |
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 | $115,815 | $65,592+76.6% | $90,160+28.5% | $69,631+66.3% |
| Participation rate | 98.2% | 77.6%+20.5pp | 76.9%+21.3pp | 70.7%+27.5pp |
| Annual return | 17.87% | 57.10%-39.2pp | 34.88%-17.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $3,136 | $2,193+43.0% | $3,318-5.5% | $2,032+54.3% |
| Participant deferral / active EE | $7,485 | $5,257+42.4% | $5,288+41.6% | $3,224+132.2% |
| Admin fee / account holder | $128 | $86+49.6% | $5,943-97.8% | $110+16.1% |