Filed April 16, 2025
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 | $38,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,469 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,208 | $136,307-33.1% | $177,821-48.7% | $73,488+24.1% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.7%+9.1pp | 70.7%+26.1pp |
| Annual return | 13.68% | 18.68%-5.0pp | 48.32%-34.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,419 | $3,712-7.9% | $5,918-42.2% | $2,270+50.6% |
| Participant deferral / active EE | $5,499 | $5,829-5.7% | $7,714-28.7% | $3,740+47.0% |
| Admin fee / account holder | $7 | $596-98.9% | $12,427-99.9% | $513-98.7% |