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 BARNEY11+ years Service code 55 · EIN 26-4310632 | Other Commissions | $73,151 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,582 | $106,351-74.1% | $105,223-73.8% | $103,975-73.5% |
| Participation rate | 94.7% | 80.0%+14.7pp | 75.0%+19.7pp | 72.5%+22.2pp |
| Annual return | 18.08% | 11.69%+6.4pp | 180.65%-162.6pp | 19.41%-1.3pp |
| Employer contribution / active EE | $899 | $5,336-83.2% | $3,689-75.6% | $3,722-75.9% |
| Participant deferral / active EE | $3,209 | $3,221-0.4% | $5,072-36.7% | $5,343-39.9% |
| Admin fee / account holder | $1 | $316-99.6% | $8,859-100.0% | $332-99.6% |