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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $32,396 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
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 | $70,775 | $58,083+21.9% | $80,019-11.6% | $56,287+25.7% |
| Participation rate | 80.9% | 73.6%+7.3pp | 75.8%+5.1pp | 69.9%+11.0pp |
| Annual return | -2.01% | 34.61%-36.6pp | 11.22%-13.2pp | -9.96%+8.0pp |
| Employer contribution / active EE | $925 | $1,932-52.1% | $2,468-62.5% | $2,111-56.2% |
| Participant deferral / active EE | $3,467 | $3,135+10.6% | $3,686-5.9% | $3,350+3.5% |
| Admin fee / account holder | $13 | $623-97.9% | $6,521-99.8% | $521-97.4% |