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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,952 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $7,888 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,723 | $31,310-14.7% | $53,898-50.4% | $74,304-64.0% |
| Participation rate | 95.3% | 30.7%+64.6pp | 55.0%+40.3pp | 60.3%+34.9pp |
| Annual return | 10.95% | 23.16%-12.2pp | 528.60%-517.6pp | 29.43%-18.5pp |
| Employer contribution / active EE | $2,336 | $450+419.3% | $932+150.6% | $2,241+4.2% |
| Participant deferral / active EE | $2,486 | $934+166.0% | $1,826+36.1% | $3,767-34.0% |
| Admin fee / account holder | $185 | $2,175-91.5% | $2,491-92.6% | $2,969-93.8% |