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 10-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $39,853 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,035 | $71,370+24.8% | $289,028-69.2% | $71,370+24.8% |
| Participation rate | 79.4% | 55.1%+24.2pp | 78.0%+1.4pp | 55.1%+24.2pp |
| Annual return | 15.29% | 15.87%-0.6pp | 243.94%-228.6pp | 15.87%-0.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $6,326-100.0% | $1,874-100.0% |
| Participant deferral / active EE | $4,333 | $2,656+63.1% | $4,804-9.8% | $2,656+63.1% |
| Admin fee / account holder | $32 | $6,050-99.5% | $14,050-99.8% | $6,050-99.5% |