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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $100,219 |
Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $21,516 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,713 |
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 | $81,640 | $78,485+4.0% | $106,213-23.1% | $74,495+9.6% |
| Participation rate | 80.9% | 72.8%+8.0pp | 75.3%+5.6pp | 67.2%+13.7pp |
| Annual return | 16.97% | 15.95%+1.0pp | 116.14%-99.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,810 | $2,523-28.3% | $3,171-42.9% | $2,623-31.0% |
| Participant deferral / active EE | $6,898 | $4,322+59.6% | $5,016+37.5% | $4,346+58.7% |
| Admin fee / account holder | $18 | $2,232-99.2% | $11,033-99.8% | $1,942-99.1% |