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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $43,559 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,716 |
Filed as: ANGLIN REICHMANN ARMSTRONG Service code 10 · EIN 63-1262841 | Accounting | $11,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,548 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,760 | $82,202-45.5% | $125,339-64.3% | $64,808-30.9% |
| Participation rate | 99.2% | 77.9%+21.4pp | 82.4%+16.9pp | 71.5%+27.8pp |
| Annual return | -19.40% | 3.48%-22.9pp | 572.05%-591.5pp | 32.82%-52.2pp |
| Employer contribution / active EE | $7,598 | $3,615+110.1% | $4,814+57.8% | $2,506+203.2% |
| Participant deferral / active EE | $10,693 | $7,175+49.0% | $7,446+43.6% | $4,310+148.1% |
| Admin fee / account holder | $176 | $163+7.7% | $10,010-98.2% | $188-6.4% |