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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $15,146 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,575 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,821 | $65,376+0.7% | $87,100-24.4% | $65,185+1.0% |
| Participation rate | 82.5% | 75.3%+7.2pp | 76.9%+5.6pp | 70.2%+12.3pp |
| Annual return | 18.08% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $689 | $1,822-62.2% | $2,521-72.7% | $2,177-68.3% |
| Participant deferral / active EE | $3,192 | $3,388-5.8% | $4,049-21.2% | $3,514-9.2% |
| Admin fee / account holder | $22 | $520-95.7% | $7,497-99.7% | $847-97.4% |