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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $71,682 |
GGF, LLP3 years Service code 10 · EIN 20-8097596 | Accounting | $16,800 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$100,057 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,117 | $58,320+85.4% | $86,436+25.1% | $66,914+61.6% |
| Participation rate | 96.8% | 78.6%+18.2pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -25.46% | -9.71%-15.7pp | 4394.89%-4420.4pp | 1.58%-27.0pp |
| Employer contribution / active EE | $3,069 | $2,615+17.3% | $3,769-18.6% | $2,544+20.6% |
| Participant deferral / active EE | $11,230 | $6,899+62.8% | $6,952+61.5% | $4,237+165.0% |
| Admin fee / account holder | $3 | $546-99.5% | $6,731-100.0% | $593-99.5% |