See peer percentile detail. $4.99 for your first month.
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See the 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,199 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $54,730 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,168 | $84,000-43.8% | $119,609-60.6% | $77,904-39.5% |
| Participation rate | 67.2% | 77.8%-10.7pp | 79.3%-12.1pp | 73.7%-6.5pp |
| Annual return | -11.62% | -11.59%0pp | -14.97%+3.3pp | 12.21%-23.8pp |
| Employer contribution / active EE | $1,764 | $2,907-39.3% | $4,232-58.3% | $2,848-38.0% |
| Participant deferral / active EE | $4,148 | $4,705-11.8% | $5,602-26.0% | $4,806-13.7% |
| Admin fee / account holder | $135 | $116+16.5% | $10,323-98.7% | $133+1.8% |