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 9-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: JP MORGAN INVEST HOLDINGS, LLC Service code 37 · EIN 13-2624428 | Loan Processing | $33,936 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,750 |
Filed as: KESTRA ADVISORY SERVICE, LLC Service code 16 · EIN 35-3552359 | Consulting | $6,875 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT HOLDINGS, LLC Service code 60 | Sub-TA Fees | $0 |
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 | $29,052 | $65,708-55.8% | $76,817-62.2% | $77,787-62.7% |
| Participation rate | 61.0% | 79.0%-17.9pp | 72.1%-11.0pp | 73.2%-12.2pp |
| Annual return | 19.06% | 49.86%-30.8pp | 1166.11%-1147.0pp | 32.57%-13.5pp |
| Employer contribution / active EE | $0 | $2,167-100.0% | $2,302-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,352 | $3,254-58.4% | $3,336-59.5% | $3,967-65.9% |
| Admin fee / account holder | $9 | $91-89.9% | $6,420-99.9% | $100-90.8% |