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 | $109,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
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 | $44,941 | $58,083-22.6% | $80,019-43.8% | $56,287-20.2% |
| Participation rate | 92.8% | 73.6%+19.2pp | 75.8%+17.0pp | 69.9%+23.0pp |
| Annual return | -2.47% | 34.61%-37.1pp | 11.22%-13.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,195 | $1,932-38.2% | $2,468-51.6% | $2,111-43.4% |
| Participant deferral / active EE | $5,802 | $3,135+85.1% | $3,686+57.4% | $3,350+73.2% |
| Admin fee / account holder | $3 | $623-99.5% | $6,521-99.9% | $521-99.4% |