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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $61,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,212 | $160,088-63.6% | $112,977-48.5% | $73,409-20.7% |
| Participation rate | 86.6% | 90.7%-4.1pp | 82.6%+4.1pp | 72.2%+14.5pp |
| Annual return | 15.89% | 17.93%-2.0pp | 24.24%-8.4pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,559 | $5,200-50.8% | $4,255-39.8% | $2,234+14.6% |
| Participant deferral / active EE | $6,413 | $8,024-20.1% | $5,836+9.9% | $3,805+68.5% |
| Admin fee / account holder | $4 | $133-97.3% | $6,294-99.9% | $158-97.8% |