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 BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $39,723 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,497 | $84,487-17.7% | $125,339-44.6% | $66,914+3.9% |
| Participation rate | 85.7% | 76.4%+9.3pp | 82.4%+3.3pp | 69.8%+15.9pp |
| Annual return | -14.55% | -8.39%-6.2pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $4,329 | $3,553+21.9% | $4,814-10.1% | $2,544+70.2% |
| Participant deferral / active EE | $9,060 | $6,781+33.6% | $7,446+21.7% | $4,237+113.8% |
| Admin fee / account holder | $8 | $685-98.8% | $10,010-99.9% | $593-98.6% |