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 | $37,718 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 16 · EIN 56-0747981 | Consulting | $8,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
Participant contribution per participant 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 | $124,028 | $203,209-39.0% | $159,436-22.2% | - |
| Participation rate | 97.0% | 77.0%+19.9pp | 82.8%+14.1pp | - |
| Annual return | 15.44% | 10.23%+5.2pp | 263.57%-248.1pp | - |
| Employer contribution / active EE | $3,696 | $2,919+26.6% | $4,829-23.5% | - |
| Participant deferral / active EE | $5,703 | $5,954-4.2% | $7,352-22.4% | - |
| Admin fee / account holder | $73 | $10,627-99.3% | $10,799-99.3% | - |