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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $36,560 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,462 |
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 | $170,420 | $85,202+100.0% | $172,739-1.3% | $72,985+133.5% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 20.57% | 27.32%-6.7pp | 802.84%-782.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,672 | $3,324-49.7% | $5,143-67.5% | $2,440-31.5% |
| Participant deferral / active EE | $8,035 | $3,260+146.5% | $5,198+54.6% | $3,607+122.7% |
| Admin fee / account holder | $16 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |