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 BARNEY7+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $18,784 |
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $2,893 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,199 | $84,936-43.3% | $111,297-56.7% | $79,386-39.3% |
| Participation rate | 98.2% | 75.9%+22.4pp | 77.3%+20.9pp | 70.7%+27.5pp |
| Annual return | 11.93% | 17.45%-5.5pp | 54.65%-42.7pp | 116.85%-104.9pp |
| Employer contribution / active EE | $863 | $1,979-56.4% | $2,731-68.4% | $2,427-64.4% |
| Participant deferral / active EE | $2,842 | $3,888-26.9% | $4,487-36.7% | $4,046-29.7% |
| Admin fee / account holder | $17 | $537-96.8% | $7,964-99.8% | $626-97.3% |