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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $51,706 |
Service code 37 · EIN 04-2647786 | Loan Processing | $413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,335 | $91,407-29.6% | $135,903-52.7% | $71,457-10.0% |
| Participation rate | 80.1% | 75.7%+4.5pp | 81.9%-1.8pp | 67.9%+12.2pp |
| Annual return | 18.11% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $698 | $3,703-81.1% | $4,856-85.6% | $2,588-73.0% |
| Participant deferral / active EE | $8,659 | $7,092+22.1% | $7,758+11.6% | $4,289+101.9% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,762-100.0% | $1,587-99.9% |