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 BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $137,706 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $100,560 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,123 | $108,549+44.7% | $156,263+0.6% | $85,563+83.6% |
| Participation rate | 97.9% | 77.1%+20.8pp | 78.9%+19.0pp | 66.0%+31.9pp |
| Annual return | 17.32% | 21.79%-4.5pp | 59.47%-42.1pp | 31.51%-14.2pp |
| Employer contribution / active EE | $2,897 | $2,690+7.7% | $4,333-33.1% | $2,654+9.2% |
| Participant deferral / active EE | $10,692 | $4,800+122.7% | $6,158+73.6% | $4,375+144.4% |
| Admin fee / account holder | $207 | $650-68.1% | $14,255-98.5% | $834-75.1% |