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 | $16,413 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $74,205 | $73,638+0.8% | $95,952-22.7% | $73,488+1.0% |
| Participation rate | 81.7% | 76.2%+5.5pp | 77.1%+4.6pp | 70.7%+11.0pp |
| Annual return | 11.48% | 16.78%-5.3pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $589 | $1,863-68.4% | $2,541-76.8% | $2,270-74.0% |
| Participant deferral / active EE | $2,779 | $3,617-23.2% | $4,167-33.3% | $3,740-25.7% |
| Admin fee / account holder | $0 | $482-99.9% | $6,795-100.0% | $513-99.9% |