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 BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $29,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,294 |
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 | $91,081 | $99,957-8.9% | $149,696-39.2% | $73,488+23.9% |
| Participation rate | 84.8% | 75.7%+9.1pp | 82.5%+2.3pp | 70.7%+14.1pp |
| Annual return | 17.24% | 53.87%-36.6pp | 276.60%-259.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,884 | $3,191-9.6% | $4,644-37.9% | $2,270+27.0% |
| Participant deferral / active EE | $7,088 | $6,073+16.7% | $6,842+3.6% | $3,740+89.5% |
| Admin fee / account holder | $8 | $551-98.6% | $9,309-99.9% | $513-98.5% |