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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 16 · EIN 52-1035956 | Consulting | $94,658 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $33,028 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 10 1966 GREEN SPRING AVE · TIMONIUM, MD 21093 | Accounting | $8,159 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $103,350 | $75,388+37.1% | $123,544-16.3% | $55,725+85.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.20% | 4.48%-8.7pp | 119.20%-123.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,695 | $3,063+20.6% | $4,628-20.2% | $2,078+77.8% |
| Participant deferral / active EE | $7,084 | $5,651+25.4% | $6,426+10.3% | $3,356+111.1% |
| Admin fee / account holder | $226 | $120+88.4% | $9,284-97.6% | $115+95.9% |