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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $34,677 |
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
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 | $90,306 | $99,957-9.7% | $149,696-39.7% | $73,488+22.9% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 20.54% | 53.87%-33.3pp | 276.60%-256.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $3,746 | $3,191+17.4% | $4,644-19.3% | $2,270+65.0% |
| Participant deferral / active EE | $10,311 | $6,073+69.8% | $6,842+50.7% | $3,740+175.7% |
| Admin fee / account holder | $2 | $551-99.7% | $9,309-100.0% | $513-99.6% |