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 | $50,417 |
MORGAN STANLEY SMITH BARNEY6 years Service code 55 · EIN 26-4310632 | Other Commissions | $40,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,850 | $74,188-36.8% | $115,756-59.5% | $64,808-27.7% |
| Participation rate | 91.9% | 76.2%+15.6pp | 77.1%+14.8pp | 71.5%+20.4pp |
| Annual return | -13.94% | -11.81%-2.1pp | 143.14%-157.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $2,315 | $3,365-31.2% | $3,793-39.0% | $2,506-7.6% |
| Participant deferral / active EE | $4,218 | $5,294-20.3% | $6,254-32.6% | $4,310-2.1% |
| Admin fee / account holder | $153 | $148+3.0% | $8,124-98.1% | $188-18.6% |