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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $244,456 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $67,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,014 | $83,158+22.7% | $167,512-39.1% | $102,872-0.8% |
| Participation rate | 94.2% | 70.1%+24.0pp | 77.1%+17.1pp | 73.0%+21.1pp |
| Annual return | 16.72% | 21.37%-4.7pp | 1615.79%-1599.1pp | 19.06%-2.3pp |
| Employer contribution / active EE | $2,968 | $2,233+32.9% | $3,882-23.5% | $3,526-15.8% |
| Participant deferral / active EE | $7,741 | $5,132+50.8% | $6,405+20.9% | $5,535+39.9% |
| Admin fee / account holder | $72 | $109-34.3% | $9,769-99.3% | $292-75.5% |