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 37 · EIN 04-2647786 | Loan Processing | $101,748 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,433 | $122,259+25.5% | $147,005+4.4% | $199,768-23.2% |
| Participation rate | 95.5% | 78.3%+17.2pp | 82.2%+13.3pp | 72.0%+23.5pp |
| Annual return | 16.13% | 30.58%-14.5pp | 418.76%-402.6pp | 34.26%-18.1pp |
| Employer contribution / active EE | $2,839 | $4,097-30.7% | $4,934-42.5% | $3,037-6.5% |
| Participant deferral / active EE | $8,953 | $8,504+5.3% | $8,070+10.9% | $5,090+75.9% |
| Admin fee / account holder | $96 | $179-46.4% | $13,006-99.3% | $269-64.4% |