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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $20,688 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,244 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,168 | $71,883-2.4% | $86,677-19.0% | $68,494+2.4% |
| Participation rate | 86.6% | 72.2%+14.4pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -13.17% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,806 | $3,779+27.2% | $4,656+3.2% | $4,027+19.3% |
| Admin fee / account holder | $20 | $6,112-99.7% | $7,493-99.7% | $5,403-99.6% |