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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $41,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,725 |
FID INV INST OPS CO3+ years Filed as: FID INV INSTITUTIONAL OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,698 | $71,192-28.8% | $117,854-57.0% | $62,292-18.6% |
| Participation rate | 96.1% | 74.2%+21.9pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 18.28% | 18.66%-0.4pp | 335.08%-316.8pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,085 | $1,934-43.9% | $3,786-71.3% | $2,042-46.9% |
| Participant deferral / active EE | $3,001 | $3,189-5.9% | $4,482-33.0% | $3,169-5.3% |
| Admin fee / account holder | $9 | $587-98.4% | $8,020-99.9% | $479-98.0% |