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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $47,492 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $7,591 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,028 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,233 | $104,317+2.8% | $159,436-32.7% | $86,799+23.5% |
| Participation rate | 75.7% | 77.7%-2.0pp | 82.8%-7.1pp | 72.3%+3.4pp |
| Annual return | 15.10% | 26.32%-11.2pp | 263.57%-248.5pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,625 | $3,451-23.9% | $4,829-45.6% | $2,405+9.1% |
| Participant deferral / active EE | $9,113 | $6,837+33.3% | $7,352+24.0% | $4,131+120.6% |
| Admin fee / account holder | -$48 | $172-127.7% | $10,799-100.4% | $170-128.1% |