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: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $97,963 |
GGF, LLP2 years Service code 10 · EIN 20-8097596 | Accounting | $15,128 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$106,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,787 | $73,638+85.8% | $108,410+26.2% | $79,386+72.3% |
| Participation rate | 95.3% | 77.4%+18.0pp | 80.1%+15.2pp | 70.7%+24.6pp |
| Annual return | 16.73% | 33.27%-16.5pp | 905.27%-888.5pp | 116.85%-100.1pp |
| Employer contribution / active EE | $8,155 | $2,397+240.3% | $3,558+129.2% | $2,427+236.0% |
| Participant deferral / active EE | $21,426 | $6,218+244.6% | $6,563+226.5% | $4,046+429.6% |
| Admin fee / account holder | $35 | $638-94.5% | $7,295-99.5% | $626-94.4% |