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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $29,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $163 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,985 | $77,813+5.4% | $123,544-33.6% | $64,186+27.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.35% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,278 | $3,014-24.4% | $4,628-50.8% | $2,381-4.3% |
| Participant deferral / active EE | $9,861 | $5,240+88.2% | $6,426+53.5% | $3,470+184.2% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |