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 5-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 | $80,884 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $70,000 |
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 | $105,333 | $49,808+111.5% | $95,745+10.0% | $74,419+41.5% |
| Participation rate | 72.5% | 66.6%+5.9pp | 72.3%+0.2pp | 70.7%+1.7pp |
| Annual return | 17.14% | 24.91%-7.8pp | 28.35%-11.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,415 | $1,639+47.4% | $2,835-14.8% | $2,637-8.4% |
| Participant deferral / active EE | $5,848 | $3,739+56.4% | $4,245+37.8% | $4,528+29.2% |
| Admin fee / account holder | $79 | $311-74.5% | $5,678-98.6% | $348-77.2% |