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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $6,198 |
Filed as: MORGAN STANLEY DEAN WITTER DISTRIBU Service code 16 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
PURSHE KAPLAN STERLING INV3+ years Filed as: PURSHE KAPLAN STERLING INVESTMENT Service code 16 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Consulting | $0 |
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 | $123,595 | $155,795-20.7% | $136,294-9.3% | $69,631+77.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 20.69% | 232464.33%-232443.6pp | 5155.94%-5135.2pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $7,543 | $2,991+152.2% | $4,695+60.7% | $2,032+271.2% |
| Participant deferral / active EE | $13,061 | $5,394+142.2% | $6,247+109.1% | $3,224+305.2% |
| Admin fee / account holder | $5 | $128-96.1% | $9,243-99.9% | $110-95.5% |