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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $54,099 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,288 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$63,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,978 | $89,436+30.8% | $164,813-29.0% | $77,643+50.7% |
| Participation rate | 88.3% | 78.6%+9.7pp | 78.6%+9.7pp | 70.6%+17.8pp |
| Annual return | 19.01% | 28.83%-9.8pp | 69.93%-50.9pp | 31.24%-12.2pp |
| Employer contribution / active EE | $953 | $2,569-62.9% | $4,341-78.0% | $2,726-65.0% |
| Participant deferral / active EE | $7,735 | $4,897+58.0% | $6,031+28.3% | $4,647+66.4% |
| Admin fee / account holder | -$1 | $339-100.2% | $12,690-100.0% | $430-100.1% |