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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $25,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,804 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,507 | $73,638-8.3% | $108,410-37.7% | $79,386-15.0% |
| Participation rate | 80.1% | 77.4%+2.7pp | 80.1%0pp | 70.7%+9.4pp |
| Annual return | 26.75% | 33.27%-6.5pp | 905.27%-878.5pp | 116.85%-90.1pp |
| Employer contribution / active EE | $1,488 | $2,397-37.9% | $3,558-58.2% | $2,427-38.7% |
| Participant deferral / active EE | $9,747 | $6,218+56.7% | $6,563+48.5% | $4,046+140.9% |
| Admin fee / account holder | $5 | $638-99.2% | $7,295-99.9% | $626-99.2% |