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 BARNEY8 years Service code 55 · EIN 26-4310632 | Other Commissions | $45,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,127 |
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 | $53,333 | $89,588-40.5% | $136,007-60.8% | $77,643-31.3% |
| Participation rate | 91.3% | 74.3%+17.0pp | 76.5%+14.9pp | 70.6%+20.7pp |
| Annual return | 12.00% | 17.42%-5.4pp | 579.32%-567.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,329 | $3,491-33.3% | $4,217-44.8% | $2,726-14.5% |
| Participant deferral / active EE | $4,323 | $5,591-22.7% | $7,025-38.5% | $4,647-7.0% |
| Admin fee / account holder | $114 | $539-78.8% | $6,858-98.3% | $430-73.5% |