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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $60,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,400 |
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 | $42,306 | $35,485+19.2% | $74,550-43.3% | $55,725-24.1% |
| Participation rate | 72.8% | 62.5%+10.3pp | 69.1%+3.7pp | 70.9%+2.0pp |
| Annual return | -6.80% | 0.72%-7.5pp | 32.53%-39.3pp | 244.93%-251.7pp |
| Employer contribution / active EE | $395 | $777-49.2% | $1,961-79.9% | $2,078-81.0% |
| Participant deferral / active EE | $3,351 | $2,181+53.6% | $3,108+7.8% | $3,356-0.1% |
| Admin fee / account holder | $17 | $114-85.5% | $5,060-99.7% | $115-85.6% |