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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $46,307 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,775 |
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 | $41,049 | $66,302-38.1% | $110,238-62.8% | $56,287-27.1% |
| Participation rate | 96.7% | 74.9%+21.8pp | 79.8%+16.8pp | 69.9%+26.8pp |
| Annual return | -6.11% | -1.18%-4.9pp | 314.74%-320.8pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,135 | $2,047-44.6% | $3,826-70.3% | $2,111-46.2% |
| Participant deferral / active EE | $3,090 | $3,381-8.6% | $4,672-33.9% | $3,350-7.7% |
| Admin fee / account holder | $6 | $698-99.1% | $8,547-99.9% | $521-98.8% |