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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $595 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 | Other Services | $252 |
AMERICAN FUNDS1 year Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $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 | $124,239 | $84,233+47.5% | $170,442-27.1% | $70,131+77.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.65% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $3,119 | $3,387-7.9% | $5,433-42.6% | $2,342+33.2% |
| Participant deferral / active EE | $3,517 | $3,086+14.0% | $4,939-28.8% | $3,332+5.5% |
| Admin fee / account holder | $5 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |