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 BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $17,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $188 |
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 | $56,195 | $91,407-38.5% | $135,903-58.7% | $71,457-21.4% |
| Participation rate | 74.1% | 75.7%-1.6pp | 81.9%-7.8pp | 67.9%+6.2pp |
| Annual return | 19.44% | 29.90%-10.5pp | 68.23%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $3,154 | $3,703-14.8% | $4,856-35.0% | $2,588+21.9% |
| Participant deferral / active EE | $7,796 | $7,092+9.9% | $7,758+0.5% | $4,289+81.8% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,762-100.0% | $1,587-99.9% |