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 BARNEY8 years Service code 33 · EIN 26-3415651 1 NEW YORK PLAZA 12 FLOOR · NEW YORK, NY 10004 | Securities brokerage commissions and ... | $59,357 |
NATIONWIDE11+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,928 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL Service code 27 · EIN 99-9552241 630 DUNDEEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $8,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,440 | $130,224+35.5% | $197,124-10.5% | $79,634+121.6% |
| Participation rate | 80.6% | 87.8%-7.2pp | 86.7%-6.1pp | 62.5%+18.1pp |
| Annual return | 16.11% | 23.65%-7.5pp | 44.34%-28.2pp | 36.46%-20.3pp |
| Employer contribution / active EE | $1,622 | $4,314-62.4% | $6,227-74.0% | $2,529-35.9% |
| Participant deferral / active EE | $8,507 | $7,378+15.3% | $9,135-6.9% | $3,835+121.8% |
| Admin fee / account holder | $33 | $254-86.9% | $16,298-99.8% | $1,002-96.7% |