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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $43,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,855 | $66,302-21.8% | $110,238-53.0% | $56,287-7.9% |
| Participation rate | 93.9% | 74.9%+19.0pp | 79.8%+14.1pp | 69.9%+24.0pp |
| Annual return | -6.36% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $387 | $2,047-81.1% | $3,826-89.9% | $2,111-81.7% |
| Participant deferral / active EE | $3,232 | $3,381-4.4% | $4,672-30.8% | $3,350-3.5% |
| Admin fee / account holder | $5 | $698-99.3% | $8,547-99.9% | $521-99.0% |