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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $96,087 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $76,913 |
CSH GROUP, INC.1 year Service code 10 · EIN 31-0800053 | Accounting | $20,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,459 | $145,516-29.6% | $184,203-44.4% | $99,062+3.4% |
| Participation rate | 85.1% | 90.3%-5.2pp | 86.8%-1.8pp | 71.6%+13.5pp |
| Annual return | 71.77% | 21.23%+50.5pp | 28.81%+43.0pp | 17.66%+54.1pp |
| Employer contribution / active EE | $2,970 | $5,354-44.5% | $6,427-53.8% | $3,262-9.0% |
| Participant deferral / active EE | $6,686 | $8,423-20.6% | $9,131-26.8% | $5,331+25.4% |
| Admin fee / account holder | $38 | $78-51.0% | $13,901-99.7% | $109-65.1% |