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 Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $191,250 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$121,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,655 | $62,723+133.8% | $142,863+2.7% | $86,799+69.0% |
| Participation rate | 91.0% | 62.6%+28.4pp | 71.9%+19.1pp | 72.3%+18.7pp |
| Annual return | 18.71% | 17.62%+1.1pp | 5637.54%-5618.8pp | 97.91%-79.2pp |
| Employer contribution / active EE | $3,301 | $1,627+102.9% | $4,144-20.3% | $2,405+37.2% |
| Participant deferral / active EE | $10,240 | $3,039+237.0% | $3,837+166.9% | $4,131+147.9% |
| Admin fee / account holder | $86 | $140-38.7% | $6,560-98.7% | $170-49.6% |