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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $69,920 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $42,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,012 | $89,436-19.5% | $164,813-56.3% | $77,643-7.3% |
| Participation rate | 95.7% | 78.6%+17.1pp | 78.6%+17.1pp | 70.6%+25.1pp |
| Annual return | 13.41% | 28.83%-15.4pp | 69.93%-56.5pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,267 | $2,569-50.7% | $4,341-70.8% | $2,726-53.5% |
| Participant deferral / active EE | $5,004 | $4,897+2.2% | $6,031-17.0% | $4,647+7.7% |
| Admin fee / account holder | $286 | $339-15.6% | $12,690-97.7% | $430-33.4% |