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; Securities brok... | $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 | $131,799+33.9% | $200,582-12.0% | $85,563+106.2% |
| Participation rate | 80.6% | 87.9%-7.3pp | 86.9%-6.3pp | 66.0%+14.7pp |
| Annual return | 16.11% | 21.59%-5.5pp | 42.33%-26.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,622 | $4,532-64.2% | $6,419-74.7% | $2,654-38.9% |
| Participant deferral / active EE | $8,507 | $7,702+10.4% | $9,331-8.8% | $4,375+94.4% |
| Admin fee / account holder | $33 | $235-85.8% | $16,305-99.8% | $834-96.0% |