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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $26,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,994 | $66,098-15.3% | $101,794-45.0% | $74,304-24.6% |
| Participation rate | 86.0% | 53.8%+32.3pp | 69.2%+16.8pp | 60.3%+25.7pp |
| Annual return | 19.70% | 19.59%+0.1pp | 30.53%-10.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,961 | $1,082+81.3% | $2,289-14.3% | $2,241-12.5% |
| Participant deferral / active EE | $4,635 | $2,781+66.7% | $4,084+13.5% | $3,767+23.0% |
| Admin fee / account holder | $9 | $4,146-99.8% | $8,777-99.9% | $2,969-99.7% |