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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $25,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,369 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,719 | $155,795-76.4% | $136,294-73.1% | $69,631-47.3% |
| Participation rate | 92.0% | 75.2%+16.7pp | 81.9%+10.1pp | 70.7%+21.3pp |
| Annual return | 22.33% | 232464.33%-232442.0pp | 5155.94%-5133.6pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $523 | $2,991-82.5% | $4,695-88.9% | $2,032-74.2% |
| Participant deferral / active EE | $3,368 | $5,394-37.6% | $6,247-46.1% | $3,224+4.5% |
| Admin fee / account holder | $13 | $128-90.2% | $9,243-99.9% | $110-88.6% |