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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $34,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,582 | $87,733+38.6% | $106,548+14.1% | $85,850+41.6% |
| Participation rate | 86.7% | 71.9%+14.8pp | 76.1%+10.6pp | 69.3%+17.4pp |
| Annual return | 15.44% | 21.86%-6.4pp | 26.80%-11.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,048 | $2,073-49.4% | $2,819-62.8% | $2,565-59.1% |
| Participant deferral / active EE | $4,209 | $3,469+21.3% | $4,398-4.3% | $3,952+6.5% |
| Admin fee / account holder | $16 | $6,767-99.8% | $7,407-99.8% | $6,260-99.7% |