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 7-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,978 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,064 | $101,499+12.4% | $147,005-22.4% | $74,546+53.0% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 18.46% | 8732.34%-8713.9pp | 418.76%-400.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $7,994 | $3,811+109.8% | $4,934+62.0% | $2,624+204.6% |
| Participant deferral / active EE | $18,677 | $7,304+155.7% | $8,070+131.4% | $4,347+329.6% |
| Admin fee / account holder | $94 | $1,748-94.6% | $13,006-99.3% | $1,944-95.2% |