Filed April 16, 2025
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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $47,458 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,413 |
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 | $96,879 | $121,341-20.2% | $189,513-48.9% | $79,386+22.0% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.8%+10.2pp | 70.7%+27.3pp |
| Annual return | 12.85% | 21.08%-8.2pp | 555.15%-542.3pp | 116.85%-104.0pp |
| Employer contribution / active EE | $3,972 | $3,915+1.5% | $6,162-35.5% | $2,427+63.6% |
| Participant deferral / active EE | $6,539 | $6,395+2.2% | $8,221-20.5% | $4,046+61.6% |
| Admin fee / account holder | -$52 | $651-108.0% | $12,045-100.4% | $626-108.4% |