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 BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $20,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,239 | $73,638+41.6% | $95,952+8.6% | $73,488+41.8% |
| Participation rate | 59.2% | 76.2%-17.0pp | 77.1%-17.9pp | 70.7%-11.5pp |
| Annual return | 14.20% | 16.78%-2.6pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $490 | $1,863-73.7% | $2,541-80.7% | $2,270-78.4% |
| Participant deferral / active EE | $4,612 | $3,617+27.5% | $4,167+10.7% | $3,740+23.3% |
| Admin fee / account holder | $14 | $482-97.1% | $6,795-99.8% | $513-97.3% |