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: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $22,603 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $8,177 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,727 | $73,360-3.6% | $177,989-60.3% | $74,495-5.1% |
| Participation rate | 73.6% | 66.6%+7.0pp | 77.1%-3.5pp | 67.2%+6.4pp |
| Annual return | 13.51% | 17.49%-4.0pp | 294.48%-281.0pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,216 | $2,2160% | $3,949-43.9% | $2,623-15.5% |
| Participant deferral / active EE | $2,593 | $4,513-42.5% | $6,276-58.7% | $4,346-40.3% |
| Admin fee / account holder | $109 | $1,808-94.0% | $10,363-99.0% | $1,942-94.4% |