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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $27,560 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,009 |
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 | $48,289 | $58,320-17.2% | $86,436-44.1% | $66,914-27.8% |
| Participation rate | 81.7% | 78.6%+3.1pp | 80.3%+1.4pp | 69.8%+11.9pp |
| Annual return | -17.13% | -9.71%-7.4pp | 4394.89%-4412.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,063 | $2,615-21.1% | $3,769-45.2% | $2,544-18.9% |
| Participant deferral / active EE | $11,238 | $6,899+62.9% | $6,952+61.7% | $4,237+165.3% |
| Admin fee / account holder | $4 | $546-99.3% | $6,731-99.9% | $593-99.3% |