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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $75,699 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,267 |
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.
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 | $66,855 | $53,165+25.7% | $86,188-22.4% | $74,419-10.2% |
| Participation rate | 75.3% | 64.9%+10.5pp | 69.0%+6.4pp | 70.7%+4.6pp |
| Annual return | 15.31% | 22.64%-7.3pp | 1168.45%-1153.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $559 | $1,210-53.8% | $2,380-76.5% | $2,637-78.8% |
| Participant deferral / active EE | $5,241 | $3,234+62.0% | $3,985+31.5% | $4,528+15.7% |
| Admin fee / account holder | $10 | $551-98.1% | $6,852-99.8% | $348-97.0% |