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 9-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 37 · EIN 04-2647786 | Loan Processing | $75,611 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $27,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,109 | $55,416-27.6% | $75,972-47.2% | $77,643-48.3% |
| Participation rate | 91.5% | 63.6%+27.9pp | 69.1%+22.4pp | 70.6%+20.9pp |
| Annual return | 14.81% | 17.07%-2.3pp | 359.55%-344.7pp | 31.24%-16.4pp |
| Employer contribution / active EE | $952 | $1,788-46.7% | $2,685-64.5% | $2,726-65.1% |
| Participant deferral / active EE | $8,089 | $3,447+134.7% | $4,255+90.1% | $4,647+74.1% |
| Admin fee / account holder | $206 | $414-50.3% | $6,467-96.8% | $430-52.2% |