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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $71,078 |
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 | $140,001 | $76,050+84.1% | $96,544+45.0% | $71,457+95.9% |
| Participation rate | 92.4% | 74.4%+18.0pp | 76.0%+16.4pp | 67.9%+24.5pp |
| Annual return | 16.27% | 22.81%-6.5pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,858 | $2,244+27.4% | $2,965-3.6% | $2,588+10.5% |
| Participant deferral / active EE | $8,410 | $4,215+99.5% | $4,851+73.4% | $4,289+96.1% |
| Admin fee / account holder | -$108 | $2,707-104.0% | $8,252-101.3% | $1,587-106.8% |