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 | $56,275 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $128,722 | $65,376+96.9% | $87,100+47.8% | $65,185+97.5% |
| Participation rate | 91.8% | 75.3%+16.5pp | 76.9%+14.9pp | 70.2%+21.6pp |
| Annual return | 24.65% | 31.27%-6.6pp | 28.19%-3.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,693 | $1,822-7.1% | $2,521-32.9% | $2,177-22.2% |
| Participant deferral / active EE | $6,977 | $3,388+105.9% | $4,049+72.3% | $3,514+98.6% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |