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 BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $31,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
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 | $71,318 | $73,638-3.2% | $95,952-25.7% | $73,488-3.0% |
| Participation rate | 72.6% | 76.2%-3.5pp | 77.1%-4.5pp | 70.7%+1.9pp |
| Annual return | 19.86% | 16.78%+3.1pp | 91.61%-71.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $932 | $1,863-50.0% | $2,541-63.3% | $2,270-59.0% |
| Participant deferral / active EE | $4,480 | $3,617+23.9% | $4,167+7.5% | $3,740+19.8% |
| Admin fee / account holder | $6 | $482-98.7% | $6,795-99.9% | $513-98.8% |