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 BARNEY5 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $17,079 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $11,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,921 | $69,010-13.2% | $159,960-62.5% | $68,494-12.5% |
| Participation rate | 91.9% | 65.4%+26.5pp | 78.0%+13.9pp | 67.9%+24.0pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,853 | $2,213+28.9% | $4,226-32.5% | $2,596+9.9% |
| Participant deferral / active EE | $3,387 | $4,212-19.6% | $6,182-45.2% | $4,027-15.9% |
| Admin fee / account holder | $121 | $4,798-97.5% | $8,698-98.6% | $5,403-97.8% |