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 | $107,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $57,877 | $66,310-12.7% | $93,606-38.2% | $65,185-11.2% |
| Participation rate | 90.2% | 74.0%+16.3pp | 75.8%+14.4pp | 70.2%+20.0pp |
| Annual return | 26.52% | 42.58%-16.1pp | 32.76%-6.2pp | 29.38%-2.9pp |
| Employer contribution / active EE | $888 | $2,012-55.9% | $2,718-67.3% | $2,177-59.2% |
| Participant deferral / active EE | $6,036 | $3,342+80.6% | $4,069+48.3% | $3,514+71.8% |
| Admin fee / account holder | $3 | $6,897-100.0% | $7,888-100.0% | $847-99.7% |