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 64 · EIN 71-0294708 | Recordkeeping Fees | $54,045 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $38,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,755 | $70,879-11.5% | $189,557-66.9% | $79,386-21.0% |
| Participation rate | 89.4% | 68.0%+21.5pp | 78.4%+11.0pp | 70.7%+18.7pp |
| Annual return | 17.50% | 20.70%-3.2pp | 64.17%-46.7pp | 116.85%-99.4pp |
| Employer contribution / active EE | $1,261 | $1,806-30.2% | $4,412-71.4% | $2,427-48.0% |
| Participant deferral / active EE | $3,933 | $4,081-3.6% | $6,174-36.3% | $4,046-2.8% |
| Admin fee / account holder | $187 | $647-71.1% | $9,807-98.1% | $626-70.1% |