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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,280 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $7,809 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,767 | $91,538-65.3% | $129,995-75.6% | $75,163-57.7% |
| Participation rate | 76.3% | 71.4%+4.9pp | 78.5%-2.2pp | 67.2%+9.1pp |
| Annual return | 10.30% | -631.11%+641.4pp | -137.18%+147.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,299 | $2,845-54.4% | $4,320-69.9% | $2,670-51.4% |
| Participant deferral / active EE | $1,893 | $4,341-56.4% | $5,820-67.5% | $4,125-54.1% |
| Admin fee / account holder | $182 | $6,790-97.3% | $10,614-98.3% | $5,651-96.8% |