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: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,214 | $25,302+55.0% | $74,701-47.5% | $67,579-42.0% |
| Participation rate | 95.6% | 37.8%+57.7pp | 54.5%+41.1pp | 71.3%+24.3pp |
| Annual return | 13.96% | 10291.17%-10277.2pp | 752.92%-739.0pp | 378.56%-364.6pp |
| Employer contribution / active EE | $1,078 | $446+141.5% | $1,084-0.5% | $2,148-49.8% |
| Participant deferral / active EE | $2,109 | $954+121.1% | $1,964+7.4% | $3,539-40.4% |
| Admin fee / account holder | $13 | $108-88.0% | $3,333-99.6% | $142-90.9% |