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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $20,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,788 | $76,050-4.3% | $96,544-24.6% | $71,457+1.9% |
| Participation rate | 90.9% | 74.4%+16.5pp | 76.0%+14.9pp | 67.9%+23.0pp |
| Annual return | 14.83% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $3,699 | $2,244+64.8% | $2,965+24.7% | $2,588+42.9% |
| Participant deferral / active EE | $5,040 | $4,215+19.6% | $4,851+3.9% | $4,289+17.5% |
| Admin fee / account holder | $23 | $2,707-99.2% | $8,252-99.7% | $1,587-98.6% |