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 9-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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $12,596 |
Service code 37 · EIN 04-2647786 | Loan Processing | $789 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,390 | $58,655-31.1% | $91,989-56.1% | $65,185-38.0% |
| Participation rate | 79.3% | 75.3%+4.1pp | 78.6%+0.7pp | 70.2%+9.1pp |
| Annual return | 38.61% | 33.92%+4.7pp | 69.02%-30.4pp | 29.38%+9.2pp |
| Employer contribution / active EE | $1,423 | $2,080-31.6% | $3,452-58.8% | $2,177-34.6% |
| Participant deferral / active EE | $8,589 | $5,474+56.9% | $5,923+45.0% | $3,514+144.4% |
| Admin fee / account holder | $4 | $434-99.0% | $7,743-99.9% | $847-99.5% |