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 |
|---|---|---|
HR ADVOCATES1+ years Service code 50 · EIN 59-3330518 | Direct Payment | $83,121 |
GRAMLING & HAYA1+ years Service code 10 · EIN 59-1891796 | Accounting | $20,078 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P.MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Direct payment from the plan; Securit... | $5,007 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $3,079 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $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 | $74,723 | $72,770+2.7% | $67,652+10.5% | $55,191+35.4% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 69.2%+25.0pp |
| Annual return | 0.07% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,826 | $1,769+3.2% | $2,266-19.4% | $1,899-3.8% |
| Participant deferral / active EE | $9,204 | $3,408+170.1% | $3,560+158.6% | $3,046+202.1% |
| Admin fee / account holder | $134 | $79+69.9% | $4,821-97.2% | $91+47.5% |