See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $57,390 |
FROST & BARE7+ years Service code 10 · EIN 46-4036767 | Accounting | $9,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,479 | $79,694+65.0% | $96,139+36.8% | $79,386+65.6% |
| Participation rate | 83.4% | 54.0%+29.4pp | 68.4%+15.0pp | 70.7%+12.7pp |
| Annual return | 13.09% | 40.84%-27.8pp | 191.94%-178.9pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,288 | $1,443-10.7% | $2,797-53.9% | $2,427-46.9% |
| Participant deferral / active EE | $4,625 | $2,539+82.2% | $4,349+6.3% | $4,046+14.3% |
| Admin fee / account holder | $47 | $630-92.5% | $5,537-99.2% | $626-92.5% |