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 | $57,711 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,995 | $86,944+30.0% | $107,525+5.1% | $74,304+52.1% |
| Participation rate | 89.2% | 59.6%+29.7pp | 75.1%+14.2pp | 60.3%+28.9pp |
| Annual return | 18.34% | 23.52%-5.2pp | 181.32%-163.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $4,484 | $2,757+62.7% | $3,754+19.5% | $2,241+100.1% |
| Participant deferral / active EE | $6,240 | $3,554+75.6% | $5,116+22.0% | $3,767+65.6% |
| Admin fee / account holder | $1 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |