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 | $20,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,822 | $101,317-34.0% | $146,958-54.5% | $74,495-10.3% |
| Participation rate | 64.8% | 75.5%-10.8pp | 82.2%-17.4pp | 67.2%-2.4pp |
| Annual return | 14.78% | 8730.91%-8716.1pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,782 | $3,810-27.0% | $4,933-43.6% | $2,623+6.0% |
| Participant deferral / active EE | $6,457 | $7,303-11.6% | $8,070-20.0% | $4,346+48.6% |
| Admin fee / account holder | $2 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |