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 Service code 55 · EIN 26-4310632 | Other Commissions | $110,914 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,605 | $70,908-6.1% | $98,907-32.7% | $73,488-9.4% |
| Participation rate | 94.8% | 73.8%+21.0pp | 76.0%+18.7pp | 70.7%+24.1pp |
| Annual return | 20.45% | 34.17%-13.7pp | 196.43%-176.0pp | 28.51%-8.1pp |
| Employer contribution / active EE | $203 | $2,036-90.1% | $2,689-92.5% | $2,270-91.1% |
| Participant deferral / active EE | $4,609 | $3,500+31.7% | $4,244+8.6% | $3,740+23.3% |
| Admin fee / account holder | $2 | $535-99.5% | $6,642-100.0% | $513-99.5% |