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 | $44,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,823 | $91,407-7.2% | $135,903-37.6% | $71,457+18.7% |
| Participation rate | 86.5% | 75.7%+10.9pp | 81.9%+4.6pp | 67.9%+18.6pp |
| Annual return | 24.01% | 29.90%-5.9pp | 68.23%-44.2pp | 28.85%-4.8pp |
| Employer contribution / active EE | $3,750 | $3,703+1.2% | $4,856-22.8% | $2,588+44.9% |
| Participant deferral / active EE | $9,657 | $7,092+36.2% | $7,758+24.5% | $4,289+125.2% |
| Admin fee / account holder | $80 | $1,266-93.7% | $10,762-99.3% | $1,587-95.0% |