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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $54,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,886 |
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 | $98,265 | $73,102+34.4% | $123,544-20.5% | $56,287+74.6% |
| Participation rate | 96.8% | 74.3%+22.5pp | 82.3%+14.5pp | 69.9%+27.0pp |
| Annual return | -6.23% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,779 | $2,977+26.9% | $4,628-18.3% | $2,111+79.0% |
| Participant deferral / active EE | $9,727 | $5,423+79.4% | $6,426+51.4% | $3,350+190.4% |
| Admin fee / account holder | $7 | $554-98.8% | $9,284-99.9% | $521-98.7% |