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 |
|---|---|---|
Filed as: MORGAN STANLEY DEAN WITTER DISTR Service code 16 | Consulting | $89,589 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $73,056 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,452 | $53,165+119.0% | $86,188+35.1% | $74,419+56.5% |
| Participation rate | 99.6% | 64.9%+34.7pp | 69.0%+30.6pp | 70.7%+28.9pp |
| Annual return | 14.93% | 22.64%-7.7pp | 1168.45%-1153.5pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,165 | $1,210+78.9% | $2,380-9.0% | $2,637-17.9% |
| Participant deferral / active EE | $6,513 | $3,234+101.4% | $3,985+63.4% | $4,528+43.8% |
| Admin fee / account holder | $86 | $551-84.4% | $6,852-98.7% | $348-75.2% |