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 | $19,245 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,353 | $91,552-29.7% | $133,956-52.0% | $79,858-19.4% |
| Participation rate | 99.0% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.3pp |
| Annual return | 15.47% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,262 | $2,384-5.1% | $3,919-42.3% | $2,471-8.5% |
| Participant deferral / active EE | $3,716 | $3,733-0.5% | $5,048-26.4% | $3,740-0.6% |
| Admin fee / account holder | $1 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |