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 8-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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $45,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,198 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,295 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,456 | $81,908+144.7% | $90,749+120.9% | $64,808+209.3% |
| Participation rate | 94.0% | 80.5%+13.6pp | 75.7%+18.3pp | 71.5%+22.6pp |
| Annual return | -16.59% | -12.53%-4.1pp | -12.16%-4.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $5,680 | $3,065+85.3% | $2,921+94.5% | $2,506+126.7% |
| Participant deferral / active EE | $10,382 | $4,840+114.5% | $4,564+127.5% | $4,310+140.9% |
| Admin fee / account holder | $38 | $157-75.5% | $8,445-99.5% | $188-79.5% |