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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $25,851 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,477 | $84,936+28.9% | $111,297-1.6% | $79,386+37.9% |
| Participation rate | 55.6% | 75.9%-20.2pp | 77.3%-21.7pp | 70.7%-15.1pp |
| Annual return | 13.90% | 17.45%-3.6pp | 54.65%-40.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $459 | $1,979-76.8% | $2,731-83.2% | $2,427-81.1% |
| Participant deferral / active EE | $4,909 | $3,888+26.3% | $4,487+9.4% | $4,046+21.3% |
| Admin fee / account holder | $19 | $537-96.5% | $7,964-99.8% | $626-97.0% |