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 | $95,564 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $8,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,307 | $48,669-29.5% | $93,654-63.4% | $199,768-82.8% |
| Participation rate | 92.1% | 63.7%+28.4pp | 68.7%+23.3pp | 72.0%+20.0pp |
| Annual return | 19.55% | 15.38%+4.2pp | 133.34%-113.8pp | 34.26%-14.7pp |
| Employer contribution / active EE | $1,951 | $1,137+71.6% | $2,421-19.4% | $3,037-35.7% |
| Participant deferral / active EE | $5,178 | $2,823+83.5% | $4,413+17.4% | $5,090+1.7% |
| Admin fee / account holder | $65 | $195-66.8% | $8,282-99.2% | $269-75.9% |