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 BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $50,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $73,010 | $81,474-10.4% | $133,956-45.5% | $73,488-0.7% |
| Participation rate | 94.6% | 76.4%+18.3pp | 79.8%+14.8pp | 70.7%+24.0pp |
| Annual return | 16.29% | 19.40%-3.1pp | 45.09%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $472 | $2,209-78.6% | $3,919-87.9% | $2,270-79.2% |
| Participant deferral / active EE | $4,164 | $3,786+10.0% | $5,048-17.5% | $3,740+11.4% |
| Admin fee / account holder | $3 | $713-99.6% | $8,927-100.0% | $513-99.5% |