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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $58,250 |
RESJ, PC3 years Service code 10 · EIN 58-2647076 | Accounting | $9,900 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,818 | $45,031+152.8% | $84,966+34.0% | $77,643+46.6% |
| Participation rate | 77.0% | 48.7%+28.3pp | 67.5%+9.5pp | 70.6%+6.4pp |
| Annual return | 13.12% | 79.22%-66.1pp | 66.38%-53.3pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,496 | $1,609-7.0% | $2,727-45.1% | $2,726-45.1% |
| Participant deferral / active EE | $6,014 | $2,807+114.2% | $4,519+33.1% | $4,647+29.4% |
| Admin fee / account holder | $40 | $912-95.6% | $6,149-99.4% | $430-90.7% |