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 | $218,276 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,346 |
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 | $174,767 | $112,623+55.2% | $106,213+64.5% | $199,593-12.4% |
| Participation rate | 98.6% | 86.2%+12.4pp | 75.3%+23.3pp | 72.0%+26.6pp |
| Annual return | 18.85% | 15.57%+3.3pp | 116.14%-97.3pp | 34.25%-15.4pp |
| Employer contribution / active EE | $11,699 | $4,575+155.7% | $3,171+268.9% | $3,034+285.6% |
| Participant deferral / active EE | $24,896 | $6,659+273.8% | $5,016+396.3% | $5,087+389.4% |
| Admin fee / account holder | $7 | $107-93.7% | $11,033-99.9% | $269-97.5% |