See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Investme... | $27,840 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 20-8764829 | Consulting | $21,642 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,687 | $71,142-42.8% | $119,609-66.0% | $64,808-37.2% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.3%+17.8pp | 71.5%+25.6pp |
| Annual return | -16.74% | -10.01%-6.7pp | -14.97%-1.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $4,824 | $2,497+93.1% | $4,232+14.0% | $2,506+92.5% |
| Participant deferral / active EE | $5,044 | $4,490+12.3% | $5,602-10.0% | $4,310+17.0% |
| Admin fee / account holder | $137 | $162-15.7% | $10,323-98.7% | $188-27.2% |