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 | $19,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,069 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,105 | $66,302+7.2% | $110,238-35.5% | $56,287+26.3% |
| Participation rate | 76.4% | 74.9%+1.5pp | 79.8%-3.4pp | 69.9%+6.5pp |
| Annual return | -1.94% | -1.18%-0.8pp | 314.74%-316.7pp | -9.96%+8.0pp |
| Employer contribution / active EE | $223 | $2,047-89.1% | $3,826-94.2% | $2,111-89.4% |
| Participant deferral / active EE | $3,266 | $3,381-3.4% | $4,672-30.1% | $3,350-2.5% |
| Admin fee / account holder | $10 | $698-98.6% | $8,547-99.9% | $521-98.1% |