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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 61 · EIN 26-4310632 | Finders' fees / placement fees | $0 |
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 | $62,626 | $51,244+22.2% | $80,975-22.7% | $55,167+13.5% |
| Participation rate | 89.8% | 71.7%+18.1pp | 75.8%+14.0pp | 69.0%+20.8pp |
| Annual return | 14.03% | 17.39%-3.4pp | 17.10%-3.1pp | 169.23%-155.2pp |
| Employer contribution / active EE | $4,018 | $1,770+127.0% | $3,714+8.2% | $1,963+104.7% |
| Participant deferral / active EE | $7,862 | $4,418+78.0% | $5,696+38.0% | $3,054+157.4% |
| Admin fee / account holder | $5 | $398-98.8% | $5,516-99.9% | $504-99.1% |