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 BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $19,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | $369 |
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 | $63,503 | $66,310-4.2% | $93,606-32.2% | $65,185-2.6% |
| Participation rate | 91.6% | 74.0%+17.6pp | 75.8%+15.7pp | 70.2%+21.4pp |
| Annual return | 35.50% | 42.58%-7.1pp | 32.76%+2.7pp | 29.38%+6.1pp |
| Employer contribution / active EE | $3,605 | $2,012+79.2% | $2,718+32.6% | $2,177+65.6% |
| Participant deferral / active EE | $10,738 | $3,342+221.3% | $4,069+163.9% | $3,514+205.6% |
| Admin fee / account holder | $2 | $6,897-100.0% | $7,888-100.0% | $847-99.8% |