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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $73,460 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,274 |
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 | $168,334 | $84,936+98.2% | $111,297+51.2% | $79,386+112.0% |
| Participation rate | 91.5% | 75.9%+15.6pp | 77.3%+14.2pp | 70.7%+20.8pp |
| Annual return | 16.54% | 17.45%-0.9pp | 54.65%-38.1pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,644 | $1,979-16.9% | $2,731-39.8% | $2,427-32.3% |
| Participant deferral / active EE | $6,855 | $3,888+76.3% | $4,487+52.8% | $4,046+69.4% |
| Admin fee / account holder | -$58 | $537-110.8% | $7,964-100.7% | $626-109.3% |