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 BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $25,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,925 |
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 | $96,565 | $76,050+27.0% | $96,5440% | $71,457+35.1% |
| Participation rate | 63.1% | 74.4%-11.3pp | 76.0%-12.8pp | 67.9%-4.8pp |
| Annual return | 15.38% | 22.81%-7.4pp | 25.84%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $453 | $2,244-79.8% | $2,965-84.7% | $2,588-82.5% |
| Participant deferral / active EE | $4,446 | $4,215+5.5% | $4,851-8.4% | $4,289+3.7% |
| Admin fee / account holder | $23 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |