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 | $54,913 |
RESJ, PC1 year Service code 10 · EIN 58-2647076 | Accounting | $9,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,701 | $37,393+153.3% | $77,024+23.0% | $66,914+41.5% |
| Participation rate | 84.6% | 52.9%+31.8pp | 67.9%+16.7pp | 69.8%+14.8pp |
| Annual return | -12.71% | -3.29%-9.4pp | 42.32%-55.0pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,435 | $1,531-6.2% | $2,812-49.0% | $2,544-43.6% |
| Participant deferral / active EE | $5,518 | $2,617+110.8% | $4,426+24.7% | $4,237+30.2% |
| Admin fee / account holder | $45 | $567-92.0% | $5,425-99.2% | $593-92.4% |