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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $30,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,934 | $82,978+72.3% | $129,995+10.0% | $71,457+100.0% |
| Participation rate | 74.0% | 74.1%0pp | 78.5%-4.4pp | 67.9%+6.1pp |
| Annual return | 14.82% | 20.60%-5.8pp | -137.18%+152.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $3,286 | $2,622+25.4% | $4,320-23.9% | $2,588+27.0% |
| Participant deferral / active EE | $6,975 | $4,432+57.4% | $5,820+19.8% | $4,289+62.6% |
| Admin fee / account holder | $8 | $1,729-99.5% | $10,614-99.9% | $1,587-99.5% |