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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $59,830 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,401 | $54,193-23.6% | $93,606-55.8% | $77,643-46.7% |
| Participation rate | 84.9% | 63.9%+20.9pp | 68.7%+16.1pp | 70.6%+14.3pp |
| Annual return | 13.97% | 30.54%-16.6pp | 133.20%-119.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,698 | $1,168+131.0% | $2,420+11.5% | $2,726-1.0% |
| Participant deferral / active EE | $2,705 | $3,144-14.0% | $4,411-38.7% | $4,647-41.8% |
| Admin fee / account holder | -$0 | $576-100.0% | $8,285-100.0% | $430-100.0% |