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 BARNEY6 years Service code 55 · EIN 26-4310632 | Other Commissions | $26,643 |
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 | $63,220 | $81,900-22.8% | $119,609-47.1% | $68,494-7.7% |
| Participation rate | 97.8% | 71.9%+26.0pp | 79.3%+18.6pp | 67.9%+30.0pp |
| Annual return | -18.27% | -23.82%+5.5pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,748 | $2,693+2.0% | $4,232-35.1% | $2,596+5.8% |
| Participant deferral / active EE | $4,540 | $4,148+9.5% | $5,602-19.0% | $4,027+12.7% |
| Admin fee / account holder | $1 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |