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 BARNEY9 years Service code 55 · EIN 26-4310632 | Other Commissions | $40,293 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $10,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
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 | $126,050 | $101,317+24.4% | $146,958-14.2% | $74,495+69.2% |
| Participation rate | 90.8% | 75.5%+15.2pp | 82.2%+8.6pp | 67.2%+23.6pp |
| Annual return | 10.43% | 8730.91%-8720.5pp | 418.34%-407.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $3,835 | $3,810+0.7% | $4,933-22.3% | $2,623+46.2% |
| Participant deferral / active EE | $5,542 | $7,303-24.1% | $8,070-31.3% | $4,346+27.5% |
| Admin fee / account holder | $87 | $1,739-95.0% | $12,998-99.3% | $1,942-95.5% |