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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $93,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,694 |
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 | $100,230 | $78,419+27.8% | $133,956-25.2% | $73,409+36.5% |
| Participation rate | 94.9% | 78.6%+16.3pp | 79.8%+15.0pp | 72.2%+22.7pp |
| Annual return | 15.74% | 33.35%-17.6pp | 45.09%-29.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,562 | $2,044-23.6% | $3,919-60.1% | $2,234-30.1% |
| Participant deferral / active EE | $5,352 | $3,925+36.3% | $5,048+6.0% | $3,805+40.6% |
| Admin fee / account holder | $20 | $161-87.3% | $8,927-99.8% | $158-87.0% |