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 BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $6,239 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,905 | $52,519+4.5% | $155,790-64.8% | $59,632-7.9% |
| Participation rate | 67.0% | 61.7%+5.3pp | 76.1%-9.1pp | 68.7%-1.6pp |
| Annual return | -0.10% | 53.51%-53.6pp | 71.54%-71.6pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,033 | $1,589-35.0% | $3,836-73.1% | $2,203-53.1% |
| Participant deferral / active EE | $4,063 | $3,084+31.7% | $4,797-15.3% | $3,192+27.3% |
| Admin fee / account holder | $11 | $3,540-99.7% | $7,478-99.9% | $4,297-99.8% |