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 BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 20-8764829 | Consulting | $182,760 |
Service code 12 · EIN 39-0989781 | Recordkeeping fees; Recordkeeping and... | $52,467 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,320 | $197,941-48.3% | $100,534+1.8% | $85,563+19.6% |
| Participation rate | 98.4% | 83.8%+14.7pp | 80.6%+17.8pp | 66.0%+32.5pp |
| Annual return | 17.25% | 21.00%-3.8pp | 32.66%-15.4pp | 31.51%-14.3pp |
| Employer contribution / active EE | $6,256 | $7,157-12.6% | $4,346+43.9% | $2,654+135.7% |
| Participant deferral / active EE | $9,636 | $9,061+6.3% | $6,144+56.8% | $4,375+120.2% |
| Admin fee / account holder | $249 | $1,158-78.5% | $7,654-96.7% | $834-70.1% |