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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $18,011 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,307 | $66,813-8.2% | $100,516-39.0% | $73,488-16.6% |
| Participation rate | 81.2% | 77.5%+3.7pp | 79.4%+1.8pp | 70.7%+10.5pp |
| Annual return | 24.75% | 25.70%-0.9pp | 30.89%-6.1pp | 28.51%-3.8pp |
| Employer contribution / active EE | $1,756 | $2,147-18.2% | $3,418-48.6% | $2,270-22.6% |
| Participant deferral / active EE | $11,190 | $5,883+90.2% | $6,270+78.5% | $3,740+199.2% |
| Admin fee / account holder | $39 | $512-92.3% | $8,081-99.5% | $513-92.4% |