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 15 · EIN 13-3689044 | Recordkeeping | $39,607 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $16,563 |
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 | $43,220 | $80,753-46.5% | $136,294-68.3% | $62,292-30.6% |
| Participation rate | 90.8% | 73.5%+17.2pp | 81.9%+8.8pp | 69.5%+21.2pp |
| Annual return | 18.28% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $639 | $2,884-77.9% | $4,695-86.4% | $2,042-68.7% |
| Participant deferral / active EE | $4,619 | $5,164-10.6% | $6,247-26.1% | $3,169+45.7% |
| Admin fee / account holder | $190 | $525-63.8% | $9,243-97.9% | $479-60.3% |