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 | $52,542 |
MORGAN STANLEY SMITH BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $39,561 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,863 | $82,978-36.3% | $130,231-59.4% | $74,419-29.0% |
| Participation rate | 94.4% | 73.7%+20.8pp | 76.3%+18.1pp | 70.7%+23.7pp |
| Annual return | 14.40% | 123.05%-108.7pp | 38.77%-24.4pp | 34.38%-20.0pp |
| Employer contribution / active EE | $2,446 | $3,391-27.9% | $4,126-40.7% | $2,637-7.2% |
| Participant deferral / active EE | $4,370 | $5,370-18.6% | $6,799-35.7% | $4,528-3.5% |
| Admin fee / account holder | $156 | $354-55.8% | $6,020-97.4% | $348-55.0% |