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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $29,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | $881 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,988 | $86,655+24.6% | $119,609-9.7% | $66,914+61.4% |
| Participation rate | 74.3% | 75.6%-1.3pp | 79.3%-5.0pp | 69.8%+4.5pp |
| Annual return | -18.00% | -8.00%-10.0pp | -14.97%-3.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,842 | $2,536+12.1% | $4,232-32.8% | $2,544+11.7% |
| Participant deferral / active EE | $6,317 | $4,358+45.0% | $5,602+12.8% | $4,237+49.1% |
| Admin fee / account holder | $8 | $755-99.0% | $10,323-99.9% | $593-98.7% |