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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $52,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $506 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,828 | $84,487-31.6% | $125,339-53.9% | $66,914-13.6% |
| Participation rate | 70.6% | 76.4%-5.8pp | 82.4%-11.8pp | 69.8%+0.8pp |
| Annual return | -17.73% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $676 | $3,553-81.0% | $4,814-85.9% | $2,544-73.4% |
| Participant deferral / active EE | $7,040 | $6,781+3.8% | $7,446-5.5% | $4,237+66.2% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.7% |