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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $51,447 |
FROST & BARE3 years Filed as: FROST & BARE, LLP Service code 10 · EIN 46-4036767 | Accounting | $7,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,627 | $40,522+143.4% | $84,611+16.6% | $67,579+45.9% |
| Participation rate | 85.7% | 51.1%+34.6pp | 68.2%+17.4pp | 71.3%+14.4pp |
| Annual return | 19.37% | 32.72%-13.4pp | 258.74%-239.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,523 | $1,146+32.9% | $2,652-42.6% | $2,148-29.1% |
| Participant deferral / active EE | $5,341 | $2,132+150.5% | $3,899+37.0% | $3,539+50.9% |
| Admin fee / account holder | $31 | $145-78.5% | $4,912-99.4% | $142-78.0% |