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 BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $20,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,810 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,413 | $104,475-51.7% | $159,436-68.4% | $79,386-36.5% |
| Participation rate | 74.6% | 76.6%-2.0pp | 82.8%-8.2pp | 70.7%+3.9pp |
| Annual return | 21.43% | 67.95%-46.5pp | 263.57%-242.1pp | 116.85%-95.4pp |
| Employer contribution / active EE | $1,932 | $3,417-43.5% | $4,829-60.0% | $2,427-20.4% |
| Participant deferral / active EE | $6,242 | $6,467-3.5% | $7,352-15.1% | $4,046+54.3% |
| Admin fee / account holder | $25 | $711-96.5% | $10,799-99.8% | $626-96.0% |