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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $61,483 |
TEMPLETON & COMPANY LLP3+ years Filed as: TEMPLETON & COMPANY Service code 10 · EIN 14-1918990 | Accounting | $8,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,175 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $96,597 | $46,966+105.7% | $185,117-47.8% | $69,631+38.7% |
| Participation rate | 89.3% | 65.3%+24.0pp | 77.3%+12.0pp | 70.7%+18.6pp |
| Annual return | 17.77% | 22.36%-4.6pp | 40.50%-22.7pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,066 | $1,360-21.6% | $4,182-74.5% | $2,032-47.5% |
| Participant deferral / active EE | $6,450 | $3,017+113.8% | $5,045+27.9% | $3,224+100.1% |
| Admin fee / account holder | $31 | $94-66.8% | $8,159-99.6% | $110-71.8% |