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 | $11,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,265 | $52,953-42.8% | $172,739-82.5% | $65,185-53.6% |
| Participation rate | 78.0% | 66.2%+11.9pp | 82.6%-4.6pp | 70.2%+7.8pp |
| Annual return | 23.80% | 30.12%-6.3pp | 802.84%-779.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $281 | $2,190-87.2% | $5,143-94.5% | $2,177-87.1% |
| Participant deferral / active EE | $1,818 | $2,471-26.4% | $5,198-65.0% | $3,514-48.3% |
| Admin fee / account holder | $35 | $472-92.6% | $13,954-99.7% | $847-95.9% |