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 BARNEY8 years Service code 55 · EIN 26-4310632 | Other Commissions | $35,866 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
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 | $112,709 | $91,407+23.3% | $135,903-17.1% | $71,457+57.7% |
| Participation rate | 96.3% | 75.7%+20.7pp | 81.9%+14.4pp | 67.9%+28.4pp |
| Annual return | 14.55% | 29.90%-15.3pp | 68.23%-53.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $3,408 | $3,703-8.0% | $4,856-29.8% | $2,588+31.7% |
| Participant deferral / active EE | $5,128 | $7,092-27.7% | $7,758-33.9% | $4,289+19.6% |
| Admin fee / account holder | $8 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |