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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $161,570 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $70,037 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,213 | $33,745-25.3% | $64,105-60.7% | $55,191-54.3% |
| Participation rate | 79.4% | 59.4%+20.1pp | 68.2%+11.3pp | 69.2%+10.3pp |
| Annual return | 1.37% | 4.95%-3.6pp | 791.24%-789.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $277 | $641-56.8% | $1,820-84.8% | $1,899-85.4% |
| Participant deferral / active EE | $2,646 | $1,929+37.1% | $2,822-6.2% | $3,046-13.1% |
| Admin fee / account holder | $262 | $94+177.4% | $4,499-94.2% | $91+188.3% |