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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $176,064 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $49,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,054 | $48,669+11.1% | $93,654-42.3% | $199,768-72.9% |
| Participation rate | 97.6% | 63.7%+33.9pp | 68.7%+28.9pp | 72.0%+25.6pp |
| Annual return | 15.02% | 15.38%-0.4pp | 133.34%-118.3pp | 34.26%-19.2pp |
| Employer contribution / active EE | $1,725 | $1,137+51.7% | $2,421-28.7% | $3,037-43.2% |
| Participant deferral / active EE | $5,817 | $2,823+106.1% | $4,413+31.8% | $5,090+14.3% |
| Admin fee / account holder | $145 | $195-25.8% | $8,282-98.3% | $269-46.2% |