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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,530 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $65,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$161,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,505 | $110,299-31.5% | $102,423-26.3% | $199,593-62.2% |
| Participation rate | 98.5% | 86.3%+12.2pp | 76.5%+22.0pp | 72.0%+26.5pp |
| Annual return | 12.99% | 35.73%-22.7pp | 29.32%-16.3pp | 34.25%-21.3pp |
| Employer contribution / active EE | $5,068 | $3,603+40.7% | $3,023+67.6% | $3,034+67.0% |
| Participant deferral / active EE | $6,123 | $6,376-4.0% | $5,053+21.2% | $5,087+20.4% |
| Admin fee / account holder | $64 | $122-47.5% | $9,451-99.3% | $269-76.1% |