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 BARNEY2+ years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $62,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,306 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,401 | $63,905+50.9% | $74,183+29.9% | $57,658+67.2% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.6%+4.7pp | 70.2%+11.1pp |
| Annual return | 6.71% | 60.60%-53.9pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,927 | $1,840+59.0% | $2,370+23.5% | $1,974+48.3% |
| Participant deferral / active EE | $8,658 | $3,448+151.1% | $3,550+143.9% | $3,061+182.9% |
| Admin fee / account holder | $175 | $91+92.0% | $5,586-96.9% | $95+85.0% |