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 | $33,902 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,254 | $73,004+45.5% | $90,749+17.1% | $68,494+55.1% |
| Participation rate | 81.6% | 70.8%+10.8pp | 75.7%+5.9pp | 67.9%+13.7pp |
| Annual return | -16.58% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,120 | $2,193-48.9% | $2,921-61.6% | $2,596-56.8% |
| Participant deferral / active EE | $4,629 | $3,627+27.6% | $4,564+1.4% | $4,027+14.9% |
| Admin fee / account holder | $13 | $5,896-99.8% | $8,445-99.8% | $5,403-99.8% |