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 | $31,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,341 | $79,944+54.3% | $98,439+25.3% | $75,163+64.1% |
| Participation rate | 80.2% | 70.4%+9.9pp | 75.2%+5.1pp | 67.2%+13.1pp |
| Annual return | 15.17% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,256 | $2,264-44.5% | $3,048-58.8% | $2,670-52.9% |
| Participant deferral / active EE | $4,854 | $3,752+29.4% | $4,738+2.5% | $4,125+17.7% |
| Admin fee / account holder | $15 | $6,840-99.8% | $8,948-99.8% | $5,651-99.7% |