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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,428 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $19,403 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,098 | $55,416-58.3% | $75,972-69.6% | $77,643-70.3% |
| Participation rate | 78.0% | 63.6%+14.5pp | 69.1%+9.0pp | 70.6%+7.4pp |
| Annual return | 4.64% | 17.07%-12.4pp | 359.55%-354.9pp | 31.24%-26.6pp |
| Employer contribution / active EE | $524 | $1,788-70.7% | $2,685-80.5% | $2,726-80.8% |
| Participant deferral / active EE | $1,712 | $3,447-50.3% | $4,255-59.8% | $4,647-63.2% |
| Admin fee / account holder | $103 | $414-75.2% | $6,467-98.4% | $430-76.1% |