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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $40,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,080 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,807 | $99,957-32.2% | $149,696-54.7% | $73,488-7.7% |
| Participation rate | 75.5% | 75.7%-0.2pp | 82.5%-7.0pp | 70.7%+4.8pp |
| Annual return | 18.82% | 53.87%-35.1pp | 276.60%-257.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $134 | $3,191-95.8% | $4,644-97.1% | $2,270-94.1% |
| Participant deferral / active EE | $6,659 | $6,073+9.7% | $6,842-2.7% | $3,740+78.1% |
| Admin fee / account holder | $17 | $551-97.0% | $9,309-99.8% | $513-96.7% |