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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $34,857 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,235 | $86,225+29.0% | $146,665-24.2% | $86,799+28.2% |
| Participation rate | 95.5% | 78.0%+17.6pp | 80.1%+15.5pp | 72.3%+23.3pp |
| Annual return | 16.23% | 31.23%-15.0pp | 22.74%-6.5pp | 97.91%-81.7pp |
| Employer contribution / active EE | $216 | $2,392-91.0% | $4,136-94.8% | $2,405-91.0% |
| Participant deferral / active EE | $6,834 | $4,245+61.0% | $5,506+24.1% | $4,131+65.4% |
| Admin fee / account holder | $43 | $195-77.8% | $10,280-99.6% | $170-74.4% |