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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $30,536 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
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 | $87,402 | $66,310+31.8% | $93,606-6.6% | $65,185+34.1% |
| Participation rate | 79.4% | 74.0%+5.4pp | 75.8%+3.6pp | 70.2%+9.2pp |
| Annual return | 24.36% | 42.58%-18.2pp | 32.76%-8.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $923 | $2,012-54.1% | $2,718-66.0% | $2,177-57.6% |
| Participant deferral / active EE | $3,616 | $3,342+8.2% | $4,069-11.1% | $3,514+2.9% |
| Admin fee / account holder | $16 | $6,897-99.8% | $7,888-99.8% | $847-98.2% |