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 BARNEY6 years Service code 55 · EIN 26-4310632 | Other Commissions | $45,568 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,293 | $101,317-2.0% | $146,958-32.4% | $74,495+33.3% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.5pp | 67.2%+26.4pp |
| Annual return | 15.45% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $10,237 | $3,810+168.7% | $4,933+107.5% | $2,623+290.3% |
| Participant deferral / active EE | $11,716 | $7,303+60.4% | $8,070+45.2% | $4,346+169.6% |
| Admin fee / account holder | $89 | $1,739-94.9% | $12,998-99.3% | $1,942-95.4% |