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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $75,112 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$22,599 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,227 | $65,435+108.2% | $86,677+57.2% | $66,914+103.6% |
| Participation rate | 94.0% | 75.5%+18.6pp | 76.6%+17.4pp | 69.8%+24.2pp |
| Annual return | -16.80% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,399 | $2,153+11.4% | $2,836-15.4% | $2,544-5.7% |
| Participant deferral / active EE | $7,601 | $4,100+85.4% | $4,656+63.3% | $4,237+79.4% |
| Admin fee / account holder | -$110 | $642-117.2% | $7,493-101.5% | $593-118.6% |