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 | $30,863 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,262 | $54,193-34.9% | $93,606-62.3% | $77,643-54.6% |
| Participation rate | 68.0% | 63.9%+4.1pp | 68.7%-0.7pp | 70.6%-2.5pp |
| Annual return | 14.49% | 30.54%-16.1pp | 133.20%-118.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $714 | $1,168-38.8% | $2,420-70.5% | $2,726-73.8% |
| Participant deferral / active EE | $2,705 | $3,144-14.0% | $4,411-38.7% | $4,647-41.8% |
| Admin fee / account holder | $16 | $576-97.2% | $8,285-99.8% | $430-96.2% |