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 55 · EIN 26-4310632 | Other Commissions | $37,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,799 | $104,475-10.2% | $159,436-41.2% | $79,386+18.2% |
| Participation rate | 83.7% | 76.6%+7.1pp | 82.8%+0.9pp | 70.7%+13.0pp |
| Annual return | 15.26% | 67.95%-52.7pp | 263.57%-248.3pp | 116.85%-101.6pp |
| Employer contribution / active EE | $3,595 | $3,417+5.2% | $4,829-25.6% | $2,427+48.1% |
| Participant deferral / active EE | $7,052 | $6,467+9.0% | $7,352-4.1% | $4,046+74.3% |
| Admin fee / account holder | $9 | $711-98.7% | $10,799-99.9% | $626-98.5% |