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 9-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 | $56,091 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $49,653 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,042 | $65,908-54.4% | $81,812-63.3% | $77,643-61.3% |
| Participation rate | 89.0% | 65.8%+23.2pp | 72.3%+16.7pp | 70.6%+18.5pp |
| Annual return | 13.83% | 26.64%-12.8pp | 773.79%-760.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,054 | $2,370-55.5% | $2,912-63.8% | $2,726-61.3% |
| Participant deferral / active EE | $3,347 | $3,505-4.5% | $4,319-22.5% | $4,647-28.0% |
| Admin fee / account holder | $89 | $526-83.1% | $7,386-98.8% | $430-79.3% |