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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $31,787 |
Service code 37 · EIN 04-2647786 | Loan Processing | $81 |
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 | $92,447 | $89,355+3.5% | $141,162-34.5% | $72,985+26.7% |
| Participation rate | 99.0% | 75.1%+23.9pp | 82.5%+16.5pp | 69.5%+29.5pp |
| Annual return | 26.15% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,031 | $3,114-2.7% | $4,735-36.0% | $2,440+24.2% |
| Participant deferral / active EE | $12,124 | $5,418+123.8% | $6,709+80.7% | $3,607+236.1% |
| Admin fee / account holder | $1 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |