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 BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $37,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,568 | $82,664+26.5% | $125,339-16.6% | $68,494+52.7% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,100 | $3,381+21.3% | $4,814-14.8% | $2,596+57.9% |
| Participant deferral / active EE | $6,133 | $6,110+0.4% | $7,446-17.6% | $4,027+52.3% |
| Admin fee / account holder | $9 | $6,275-99.9% | $10,010-99.9% | $5,403-99.8% |