Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,109 | $55,441-27.7% | $76,002-47.2% | $77,671-48.4% |
| Participation rate | 91.5% | 63.6%+27.8pp | 69.1%+22.4pp | 70.6%+20.9pp |
| Annual return | 14.81% | 17.08%-2.3pp | 360.07%-345.3pp | 31.21%-16.4pp |
| Employer contribution / active EE | $952 | $1,789-46.8% | $2,688-64.6% | $2,726-65.1% |
| Participant deferral / active EE | $8,089 | $3,451+134.4% | $4,257+90.0% | $4,648+74.0% |
| Admin fee / account holder | $206 | $407-49.4% | $6,414-96.8% | $430-52.2% |