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 BARNEY6+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $17,107 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $5,794 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,711 | $73,638-29.8% | $95,952-46.1% | $73,488-29.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 10.41% | 16.78%-6.4pp | 91.61%-81.2pp | 28.51%-18.1pp |
| Employer contribution / active EE | $945 | $1,863-49.3% | $2,541-62.8% | $2,270-58.4% |
| Participant deferral / active EE | $2,646 | $3,617-26.9% | $4,167-36.5% | $3,740-29.2% |
| Admin fee / account holder | $37 | $482-92.3% | $6,795-99.5% | $513-92.8% |