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 9-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 | $110,675 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,562 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,711 | $122,259-61.0% | $147,005-67.5% | $199,768-76.1% |
| Participation rate | 76.2% | 78.3%-2.0pp | 82.2%-5.9pp | 72.0%+4.2pp |
| Annual return | 11.67% | 30.58%-18.9pp | 418.76%-407.1pp | 34.26%-22.6pp |
| Employer contribution / active EE | $1,676 | $4,097-59.1% | $4,934-66.0% | $3,037-44.8% |
| Participant deferral / active EE | $3,209 | $8,504-62.3% | $8,070-60.2% | $5,090-36.9% |
| Admin fee / account holder | $36 | $179-79.9% | $13,006-99.7% | $269-86.6% |