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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $80,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,134 |
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 | $54,263 | $42,353+28.1% | $79,550-31.8% | $64,808-16.3% |
| Participation rate | 81.1% | 64.8%+16.4pp | 69.5%+11.6pp | 71.5%+9.6pp |
| Annual return | -17.96% | -12.24%-5.7pp | 0.16%-18.1pp | 32.82%-50.8pp |
| Employer contribution / active EE | $900 | $1,181-23.8% | $2,413-62.7% | $2,506-64.1% |
| Participant deferral / active EE | $5,695 | $3,170+79.6% | $3,985+42.9% | $4,310+32.1% |
| Admin fee / account holder | -$9 | $160-105.9% | $6,832-100.1% | $188-105.0% |