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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,215 |
MORGAN STANLEY SMITH BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $38,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,906 | $82,130-28.3% | $453,369-87.0% | $79,386-25.8% |
| Participation rate | 94.2% | 73.4%+20.9pp | 78.0%+16.2pp | 70.7%+23.5pp |
| Annual return | 16.39% | 345.31%-328.9pp | 64.40%-48.0pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,124 | $2,659-20.1% | $4,070-47.8% | $2,427-12.5% |
| Participant deferral / active EE | $4,026 | $4,314-6.7% | $6,209-35.2% | $4,046-0.5% |
| Admin fee / account holder | $176 | $531-66.9% | $11,209-98.4% | $626-71.9% |