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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,000 |
UNTRACHT EARLY LLC8+ years Service code 10 · EIN 22-3754856 | Accounting | $21,000 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $15,163 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,826 | $71,142+117.6% | $119,609+29.4% | $64,808+138.9% |
| Participation rate | 88.4% | 78.6%+9.8pp | 79.3%+9.1pp | 71.5%+16.9pp |
| Annual return | -11.22% | -10.01%-1.2pp | -14.97%+3.7pp | 32.82%-44.0pp |
| Employer contribution / active EE | $4,459 | $2,497+78.6% | $4,232+5.4% | $2,506+78.0% |
| Participant deferral / active EE | $8,186 | $4,490+82.3% | $5,602+46.1% | $4,310+89.9% |
| Admin fee / account holder | $51 | $162-68.8% | $10,323-99.5% | $188-73.0% |