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 | $20,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,194 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,033 | $91,552-15.9% | $133,956-42.5% | $79,858-3.5% |
| Participation rate | 86.4% | 73.3%+13.0pp | 79.8%+6.5pp | 69.6%+16.7pp |
| Annual return | 5.71% | 61.85%-56.1pp | 45.09%-39.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $510 | $2,384-78.6% | $3,919-87.0% | $2,471-79.4% |
| Participant deferral / active EE | $5,437 | $3,733+45.6% | $5,048+7.7% | $3,740+45.4% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,927-99.9% | $5,306-99.7% |