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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $108,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,981 |
Form 5500 reported that benefits due were not provided when due.
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 | $71,632 | $71,516+0.2% | $98,439-27.2% | $71,457+0.2% |
| Participation rate | 91.2% | 72.7%+18.5pp | 75.2%+16.1pp | 67.9%+23.3pp |
| Annual return | 21.01% | 32.41%-11.4pp | 21.16%-0.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,309 | $2,399-45.4% | $3,048-57.0% | $2,588-49.4% |
| Participant deferral / active EE | $6,827 | $4,109+66.2% | $4,738+44.1% | $4,289+59.2% |
| Admin fee / account holder | $4 | $1,675-99.8% | $8,948-100.0% | $1,587-99.7% |