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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $14,204 |
Filed as: LANCE, SOLL AND LUNGHARD, LLP Service code 10 · EIN 95-2700123 1611 E. FOURTH STREET · SANTA ANA, CA 92701 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,133 | $65,118-49.1% | $76,768-56.8% | $55,725-40.5% |
| Participation rate | 39.1% | 79.6%-40.5pp | 77.0%-37.8pp | 70.9%-31.7pp |
| Annual return | -3.04% | -1.27%-1.8pp | 2.43%-5.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,480 | $3,688-59.9% | $3,852-61.6% | $3,356-55.9% |
| Admin fee / account holder | $57 | $116-50.4% | $6,675-99.1% | $115-50.1% |