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 | $71,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,841 | $101,317+115.0% | $146,958+48.2% | $74,495+192.4% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 16.09% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $7,081 | $3,810+85.8% | $4,933+43.5% | $2,623+170.0% |
| Participant deferral / active EE | $16,533 | $7,303+126.4% | $8,070+104.9% | $4,346+280.4% |
| Admin fee / account holder | $64 | $1,739-96.3% | $12,998-99.5% | $1,942-96.7% |