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 | $110,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,563 |
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 | $76,599 | $79,519-3.7% | $95,952-20.2% | $73,409+4.3% |
| Participation rate | 91.3% | 81.2%+10.1pp | 77.1%+14.2pp | 72.2%+19.1pp |
| Annual return | 12.89% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $774 | $2,048-62.2% | $2,541-69.6% | $2,234-65.4% |
| Participant deferral / active EE | $5,529 | $4,138+33.6% | $4,167+32.7% | $3,805+45.3% |
| Admin fee / account holder | $16 | $184-91.3% | $6,795-99.8% | $158-89.8% |