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 9-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 | $60,747 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $48,209 | $174,559-72.4% | $105,387-54.3% | $67,579-28.7% |
| Participation rate | 88.0% | 88.2%-0.2pp | 82.6%+5.4pp | 71.3%+16.7pp |
| Annual return | 24.86% | 23.63%+1.2pp | 26.82%-2.0pp | 378.56%-353.7pp |
| Employer contribution / active EE | $3,473 | $4,874-28.7% | $4,213-17.6% | $2,148+61.7% |
| Participant deferral / active EE | $6,577 | $7,563-13.0% | $5,502+19.5% | $3,539+85.8% |
| Admin fee / account holder | $4 | $270-98.5% | $6,559-99.9% | $142-97.2% |