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 Filed as: MORGAN STANLEY Service code 13 · EIN 26-4310632 | Contract Administrator | $22,461 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,367 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,798 | $78,419-18.6% | $133,956-52.4% | $73,409-13.1% |
| Participation rate | 56.9% | 78.6%-21.7pp | 79.8%-22.9pp | 72.2%-15.2pp |
| Annual return | 22.25% | 33.35%-11.1pp | 45.09%-22.8pp | 59.29%-37.0pp |
| Employer contribution / active EE | $1,926 | $2,044-5.7% | $3,919-50.8% | $2,234-13.8% |
| Participant deferral / active EE | $3,909 | $3,925-0.4% | $5,048-22.6% | $3,805+2.7% |
| Admin fee / account holder | $184 | $161+14.0% | $8,927-97.9% | $158+16.5% |