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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $133,131 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $13,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,724 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,440 | $79,428-2.5% | $106,548-27.3% | $79,386-2.5% |
| Participation rate | 90.3% | 74.1%+16.1pp | 76.1%+14.1pp | 70.7%+19.6pp |
| Annual return | 16.37% | 18.27%-1.9pp | 26.80%-10.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $902 | $2,234-59.6% | $2,819-68.0% | $2,427-62.8% |
| Participant deferral / active EE | $5,172 | $3,823+35.3% | $4,398+17.6% | $4,046+27.8% |
| Admin fee / account holder | $20 | $523-96.1% | $7,407-99.7% | $626-96.8% |