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 BARNEY11+ years Filed as: GRAYSTONE CONSULTING MIDDLETON Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,813 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,888 | $81,625+27.3% | $167,512-38.0% | $74,304+39.8% |
| Participation rate | 88.7% | 60.0%+28.7pp | 77.1%+11.7pp | 60.3%+28.4pp |
| Annual return | 14.12% | 26.09%-12.0pp | 1615.79%-1601.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $5,226 | $2,010+159.9% | $3,882+34.6% | $2,241+133.2% |
| Participant deferral / active EE | $6,997 | $4,115+70.1% | $6,405+9.3% | $3,767+85.7% |
| Admin fee / account holder | $217 | $3,474-93.7% | $9,769-97.8% | $2,969-92.7% |