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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,250 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $22,105 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,742 | $88,890+4.3% | $102,423-9.5% | $77,643+19.4% |
| Participation rate | 82.9% | 80.9%+2.0pp | 76.5%+6.4pp | 70.6%+12.3pp |
| Annual return | 17.79% | 24.98%-7.2pp | 29.32%-11.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $5,096 | $2,698+88.9% | $3,023+68.6% | $2,726+86.9% |
| Participant deferral / active EE | $11,943 | $5,145+132.1% | $5,053+136.4% | $4,647+157.0% |
| Admin fee / account holder | $165 | $235-30.0% | $9,451-98.3% | $430-61.7% |