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 BARNEY6 years Service code 55 · EIN 26-4310632 | Other Commissions | $26,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
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 | $109,033 | $79,171+37.7% | $102,423+6.5% | $74,495+46.4% |
| Participation rate | 59.5% | 74.8%-15.3pp | 76.5%-17.0pp | 67.2%-7.7pp |
| Annual return | 12.68% | 54.93%-42.3pp | 29.32%-16.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $453 | $2,362-80.8% | $3,023-85.0% | $2,623-82.7% |
| Participant deferral / active EE | $4,185 | $4,415-5.2% | $5,053-17.2% | $4,346-3.7% |
| Admin fee / account holder | $13 | $2,001-99.4% | $9,451-99.9% | $1,942-99.3% |