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 6-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 37 · EIN 04-2647786 | Loan Processing | $60,204 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $39,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,342 | $106,028-42.1% | $146,958-58.3% | $77,643-21.0% |
| Participation rate | 79.6% | 78.4%+1.2pp | 82.2%-2.6pp | 70.6%+9.0pp |
| Annual return | 22.45% | 56.73%-34.3pp | 418.34%-395.9pp | 31.24%-8.8pp |
| Employer contribution / active EE | $2,003 | $4,063-50.7% | $4,933-59.4% | $2,726-26.5% |
| Participant deferral / active EE | $7,850 | $7,990-1.8% | $8,070-2.7% | $4,647+68.9% |
| Admin fee / account holder | $188 | $337-44.4% | $12,998-98.6% | $430-56.4% |