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 BARNEY2+ years Service code 55 · EIN 26-4310632 | Other Commissions | $11,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
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 | $32,128 | $60,165-46.6% | $74,183-56.7% | $55,167-41.8% |
| Participation rate | 97.1% | 74.2%+22.9pp | 76.6%+20.4pp | 69.0%+28.1pp |
| Annual return | 7.12% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,776 | $2,973-6.6% | $3,550-21.8% | $3,054-9.1% |
| Admin fee / account holder | $6 | $419-98.7% | $5,586-99.9% | $504-98.9% |