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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,030 |
CALVETTI FERGUSON2 years Filed as: CALVETTI FERGUSON, LLC Service code 10 · EIN 13-4255527 | Accounting | $16,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,272 | $102,204-5.8% | $145,661-33.9% | $85,563+12.5% |
| Participation rate | 94.6% | 70.6%+24.0pp | 77.2%+17.4pp | 66.0%+28.6pp |
| Annual return | 15.82% | 16.68%-0.9pp | 101.46%-85.6pp | 31.51%-15.7pp |
| Employer contribution / active EE | $3,428 | $3,600-4.8% | $4,238-19.1% | $2,654+29.2% |
| Participant deferral / active EE | $7,575 | $5,729+32.2% | $7,198+5.2% | $4,375+73.1% |
| Admin fee / account holder | $124 | $647-80.8% | $12,466-99.0% | $834-85.1% |