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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $21,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,529 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
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 | $37,288 | $63,299-41.1% | $91,001-59.0% | $62,292-40.1% |
| Participation rate | 98.9% | 73.3%+25.6pp | 75.6%+23.3pp | 69.5%+29.4pp |
| Annual return | 17.29% | 20.99%-3.7pp | 4.60%+12.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,083 | $1,807+15.3% | $2,456-15.2% | $2,042+2.0% |
| Participant deferral / active EE | $3,643 | $2,943+23.8% | $3,547+2.7% | $3,169+14.9% |
| Admin fee / account holder | $23 | $468-95.1% | $5,417-99.6% | $479-95.2% |