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 BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $26,678 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 | $92,695 | $65,435+41.7% | $86,677+6.9% | $66,914+38.5% |
| Participation rate | 57.1% | 75.5%-18.4pp | 76.6%-19.5pp | 69.8%-12.7pp |
| Annual return | -14.94% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $489 | $2,153-77.3% | $2,836-82.8% | $2,544-80.8% |
| Participant deferral / active EE | $5,062 | $4,100+23.5% | $4,656+8.7% | $4,237+19.5% |
| Admin fee / account holder | $14 | $642-97.8% | $7,493-99.8% | $593-97.7% |