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 | $26,168 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,431 |
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 | $58,866 | $42,396+38.9% | $67,313-12.5% | $56,287+4.6% |
| Participation rate | 92.6% | 61.0%+31.7pp | 69.1%+23.6pp | 69.9%+22.8pp |
| Annual return | -1.44% | -36.63%+35.2pp | -4.08%+2.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $1,674 | $1,414+18.4% | $2,566-34.8% | $2,111-20.7% |
| Participant deferral / active EE | $5,176 | $2,360+119.4% | $3,568+45.1% | $3,350+54.5% |
| Admin fee / account holder | $14 | $510-97.3% | $4,507-99.7% | $521-97.4% |