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 BARNEY3 years Service code 19 · EIN 26-4310632 | Securities Custodian | $35,934 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,876 | $81,474-60.9% | $133,956-76.2% | $73,488-56.6% |
| Participation rate | 94.5% | 76.4%+18.2pp | 79.8%+14.7pp | 70.7%+23.9pp |
| Annual return | 1.76% | 19.40%-17.6pp | 45.09%-43.3pp | 28.51%-26.7pp |
| Employer contribution / active EE | $2,502 | $2,209+13.2% | $3,919-36.2% | $2,270+10.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $179 | $713-74.9% | $8,927-98.0% | $513-65.2% |