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 BARNEY2+ years Service code 55 · EIN 26-4310632 | Other Commissions | $11,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,825 |
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 | $43,321 | $47,977-9.7% | $154,107-71.9% | $56,287-23.0% |
| Participation rate | 89.0% | 66.2%+22.8pp | 83.0%+5.9pp | 69.9%+19.1pp |
| Annual return | 12.61% | 3.54%+9.1pp | 735.12%-722.5pp | -9.96%+22.6pp |
| Employer contribution / active EE | $894 | $2,169-58.8% | $5,298-83.1% | $2,111-57.7% |
| Participant deferral / active EE | $3,445 | $2,392+44.0% | $5,081-32.2% | $3,350+2.8% |
| Admin fee / account holder | $24 | $438-94.6% | $13,411-99.8% | $521-95.5% |