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 BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $36,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,882 | $63,905-37.6% | $74,183-46.2% | $57,658-30.8% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.6%-14.1pp | 70.2%-7.7pp |
| Annual return | 9.66% | 60.60%-50.9pp | 17.74%-8.1pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,099 | $1,840-40.3% | $2,370-53.6% | $1,974-44.3% |
| Participant deferral / active EE | $2,389 | $3,448-30.7% | $3,550-32.7% | $3,061-21.9% |
| Admin fee / account holder | $110 | $91+20.4% | $5,586-98.0% | $95+16.0% |