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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $74,239 |
BPM LLP4 years Filed as: BPM LLC Service code 10 · EIN 81-4234542 | Accounting | $18,725 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,507 | $79,013+158.8% | $100,391+103.7% | $74,495+174.5% |
| Participation rate | 90.9% | 79.5%+11.4pp | 81.5%+9.4pp | 67.2%+23.7pp |
| Annual return | 14.92% | 20.41%-5.5pp | 49.20%-34.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,474 | $3,021+81.2% | $3,942+38.9% | $2,623+108.7% |
| Participant deferral / active EE | $12,393 | $7,760+59.7% | $8,082+53.3% | $4,346+185.2% |
| Admin fee / account holder | $92 | $1,320-93.0% | $7,899-98.8% | $1,942-95.2% |