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.5+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $84,786 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $55,153 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,936 | $78,781+82.7% | $100,516+43.2% | $73,409+96.1% |
| Participation rate | 96.5% | 80.0%+16.4pp | 79.4%+17.1pp | 72.2%+24.3pp |
| Annual return | 14.23% | 31.69%-17.5pp | 30.89%-16.7pp | 59.29%-45.1pp |
| Employer contribution / active EE | $3,333 | $2,420+37.7% | $3,418-2.5% | $2,234+49.2% |
| Participant deferral / active EE | $8,241 | $6,537+26.1% | $6,270+31.4% | $3,805+116.6% |
| Admin fee / account holder | $128 | $145-11.7% | $8,081-98.4% | $158-18.7% |