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 | $103,641-73.4% | $107,525-74.3% | $102,872-73.2% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.1%+19.6pp | 73.0%+21.7pp |
| Annual return | 18.08% | 13.08%+5.0pp | 181.32%-163.2pp | 19.06%-1.0pp |
| Employer contribution / active EE | $899 | $5,096-82.4% | $3,754-76.1% | $3,526-74.5% |
| Participant deferral / active EE | $3,209 | $3,789-15.3% | $5,116-37.3% | $5,535-42.0% |
| Admin fee / account holder | $1 | $276-99.5% | $8,919-100.0% | $292-99.5% |