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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $124,744 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $7,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,438 |
Annual investment return 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 | $56,781 | $72,607-21.8% | $90,749-37.4% | $66,914-15.1% |
| Participation rate | 93.2% | 73.7%+19.5pp | 75.7%+17.5pp | 69.8%+23.4pp |
| Annual return | -19.04% | -12.28%-6.8pp | -12.16%-6.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $992 | $2,369-58.1% | $2,921-66.0% | $2,544-61.0% |
| Participant deferral / active EE | $4,621 | $3,977+16.2% | $4,564+1.2% | $4,237+9.1% |
| Admin fee / account holder | $12 | $707-98.3% | $8,445-99.9% | $593-97.9% |