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 Service code 55 · EIN 26-4310632 | Other Commissions | $52,926 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,063 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,945 | $107,378-39.5% | $108,579-40.2% | $57,658+12.6% |
| Participation rate | 93.1% | 77.1%+16.0pp | 79.6%+13.6pp | 70.2%+22.9pp |
| Annual return | 7.83% | 12.80%-5.0pp | -51.70%+59.5pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,375 | $1,782-22.8% | $3,758-63.4% | $1,974-30.3% |
| Participant deferral / active EE | $3,920 | $3,221+21.7% | $4,311-9.1% | $3,061+28.1% |
| Admin fee / account holder | $32 | $108-70.7% | $7,645-99.6% | $95-66.4% |