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 | $51,998 |
RESJ, PC2 years Service code 10 · EIN 58-2647076 | Accounting | $9,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,402 | $41,078+137.1% | $80,569+20.9% | $71,457+36.3% |
| Participation rate | 80.8% | 50.2%+30.6pp | 67.0%+13.8pp | 67.9%+12.9pp |
| Annual return | 15.23% | 38.45%-23.2pp | 935.43%-920.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,464 | $1,506-2.8% | $2,723-46.2% | $2,588-43.4% |
| Participant deferral / active EE | $5,639 | $2,699+108.9% | $4,447+26.8% | $4,289+31.5% |
| Admin fee / account holder | $39 | $1,840-97.9% | $5,377-99.3% | $1,587-97.6% |