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 | $16,431 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,075 |
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 | $39,465 | $60,124-34.4% | $90,404-56.3% | $79,858-50.6% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 13.03% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $778 | $2,068-62.4% | $3,262-76.2% | $2,471-68.5% |
| Participant deferral / active EE | $3,252 | $2,938+10.7% | $3,963-18.0% | $3,740-13.1% |
| Admin fee / account holder | $27 | $3,976-99.3% | $5,611-99.5% | $5,306-99.5% |