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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $45,214 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,325 |
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 | $45,331 | $69,159-34.5% | $125,175-63.8% | $67,579-32.9% |
| Participation rate | 91.1% | 78.2%+12.8pp | 79.8%+11.3pp | 71.3%+19.8pp |
| Annual return | 22.35% | 27.12%-4.8pp | 43.79%-21.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $992 | $2,023-51.0% | $3,865-74.3% | $2,148-53.8% |
| Participant deferral / active EE | $2,860 | $3,700-22.7% | $4,937-42.1% | $3,539-19.2% |
| Admin fee / account holder | $9 | $142-93.4% | $9,702-99.9% | $142-93.5% |