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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $84,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,506 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $60,092 | $50,956+17.9% | $96,562-37.8% | $86,799-30.8% |
| Participation rate | 85.8% | 65.2%+20.5pp | 69.8%+16.0pp | 72.3%+13.5pp |
| Annual return | 10.43% | 21.27%-10.8pp | 37.78%-27.4pp | 97.91%-87.5pp |
| Employer contribution / active EE | $394 | $1,111-64.5% | $2,356-83.3% | $2,405-83.6% |
| Participant deferral / active EE | $6,073 | $2,954+105.6% | $3,849+57.8% | $4,131+47.0% |
| Admin fee / account holder | -$8 | $166-104.6% | $6,181-100.1% | $170-104.5% |