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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $776 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $19 |
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 | $64,678 | $44,425+45.6% | $67,834-4.7% | $55,167+17.2% |
| Participation rate | 82.9% | 59.7%+23.2pp | 68.8%+14.1pp | 69.0%+13.9pp |
| Annual return | 7.83% | 17.80%-10.0pp | 138.47%-130.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,348 | $1,351-0.2% | $2,403-43.9% | $1,963-31.3% |
| Participant deferral / active EE | $2,484 | $2,166+14.7% | $3,160-21.4% | $3,054-18.7% |
| Admin fee / account holder | $9 | $530-98.3% | $4,622-99.8% | $504-98.3% |