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 | $16,586 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,767 | $49,177-43.5% | $79,464-65.1% | $64,186-56.7% |
| Participation rate | 95.5% | 65.0%+30.5pp | 73.3%+22.2pp | 69.6%+25.9pp |
| Annual return | -8.91% | -1.16%-7.8pp | 718.14%-727.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $726 | $2,076-65.0% | $2,800-74.1% | $2,381-69.5% |
| Participant deferral / active EE | $2,614 | $2,821-7.4% | $3,704-29.4% | $3,470-24.7% |
| Admin fee / account holder | $30 | $3,839-99.2% | $5,113-99.4% | $4,888-99.4% |