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 Service code 55 · EIN 26-4310632 | Other Commissions | $32,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | $856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,229 | $101,724+42.8% | $164,813-11.9% | $80,856+79.6% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | -26.58% | 16.72%-43.3pp | 69.93%-96.5pp | 35.59%-62.2pp |
| Employer contribution / active EE | $3,986 | $2,953+35.0% | $4,341-8.2% | $2,755+44.7% |
| Participant deferral / active EE | $8,614 | $4,477+92.4% | $6,031+42.8% | $4,296+100.5% |
| Admin fee / account holder | $13 | $8,227-99.8% | $12,690-99.9% | $6,918-99.8% |