See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $63,276 |
RESJ, PC4 years Service code 10 · EIN 58-2647076 | Accounting | $9,900 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,372 | $48,750+167.4% | $88,946+46.6% | $74,304+75.5% |
| Participation rate | 78.3% | 44.5%+33.8pp | 68.8%+9.4pp | 60.3%+17.9pp |
| Annual return | 13.87% | 25.91%-12.0pp | 57.82%-44.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,571 | $1,255+25.2% | $2,555-38.5% | $2,241-29.9% |
| Participant deferral / active EE | $6,426 | $2,423+165.2% | $4,581+40.3% | $3,767+70.6% |
| Admin fee / account holder | $43 | $3,756-98.8% | $8,261-99.5% | $2,969-98.5% |