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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 26 · EIN 36-3145972 | Advisory (Participants) | $100,909 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $96,827 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,953 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,711 | $89,282+31.8% | $94,646+24.4% | $74,419+58.2% |
| Participation rate | 96.4% | 82.4%+14.0pp | 80.8%+15.6pp | 70.7%+25.7pp |
| Annual return | 17.94% | 25.96%-8.0pp | 156.71%-138.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,230 | $3,022+6.9% | $3,672-12.0% | $2,637+22.5% |
| Participant deferral / active EE | $7,449 | $8,425-11.6% | $7,418+0.4% | $4,528+64.5% |
| Admin fee / account holder | $151 | $219-31.1% | $7,231-97.9% | $348-56.7% |