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 | $101,317+12.6% | $146,958-22.4% | $74,495+53.1% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 18.46% | 8730.91%-8712.4pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $7,994 | $3,810+109.8% | $4,933+62.1% | $2,623+204.8% |
| Participant deferral / active EE | $18,677 | $7,303+155.7% | $8,070+131.4% | $4,346+329.8% |
| Admin fee / account holder | $94 | $1,739-94.6% | $12,998-99.3% | $1,942-95.2% |