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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $85,186 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,244 |
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 | $68,923 | $54,193+27.2% | $93,606-26.4% | $77,643-11.2% |
| Participation rate | 91.3% | 63.9%+27.4pp | 68.7%+22.6pp | 70.6%+20.7pp |
| Annual return | 12.02% | 30.54%-18.5pp | 133.20%-121.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $563 | $1,168-51.8% | $2,420-76.7% | $2,726-79.3% |
| Participant deferral / active EE | $6,330 | $3,144+101.4% | $4,411+43.5% | $4,647+36.2% |
| Admin fee / account holder | -$17 | $576-102.9% | $8,285-100.2% | $430-103.9% |