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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $30,210 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,286 |
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 | $79,244 | $55,636+42.4% | $81,983-3.3% | $73,488+7.8% |
| Participation rate | 93.5% | 62.3%+31.2pp | 69.2%+24.3pp | 70.7%+22.8pp |
| Annual return | 13.66% | 19.07%-5.4pp | 41.31%-27.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $716 | $1,625-55.9% | $2,498-71.3% | $2,270-68.5% |
| Participant deferral / active EE | $4,610 | $2,762+66.9% | $3,722+23.8% | $3,740+23.3% |
| Admin fee / account holder | $13 | $493-97.3% | $5,664-99.8% | $513-97.4% |