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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $19,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,047 | $49,138+124.0% | $84,015+31.0% | $65,185+68.8% |
| Participation rate | 44.5% | 60.7%-16.2pp | 69.0%-24.5pp | 70.2%-25.7pp |
| Annual return | 24.14% | 23.00%+1.1pp | 71.31%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,750 | $914+91.5% | $1,983-11.8% | $2,177-19.6% |
| Participant deferral / active EE | $3,488 | $2,397+45.5% | $3,239+7.7% | $3,514-0.7% |
| Admin fee / account holder | $16 | $543-97.1% | $6,101-99.7% | $847-98.1% |