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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $74,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,306 |
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 | $72,701 | $62,267+16.8% | $110,238-34.1% | $55,725+30.5% |
| Participation rate | 90.7% | 78.1%+12.6pp | 79.8%+10.9pp | 70.9%+19.8pp |
| Annual return | 3.52% | -1.07%+4.6pp | 314.74%-311.2pp | 244.93%-241.4pp |
| Employer contribution / active EE | $1,338 | $1,941-31.1% | $3,826-65.0% | $2,078-35.6% |
| Participant deferral / active EE | $4,484 | $3,516+27.5% | $4,672-4.0% | $3,356+33.6% |
| Admin fee / account holder | $29 | $121-76.4% | $8,547-99.7% | $115-75.2% |