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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $46,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,292 |
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 | $85,446 | $102,553-16.7% | $151,611-43.6% | $66,914+27.7% |
| Participation rate | 94.9% | 85.5%+9.4pp | 87.5%+7.4pp | 69.8%+25.1pp |
| Annual return | -13.70% | -10.82%-2.9pp | 3.33%-17.0pp | 1.58%-15.3pp |
| Employer contribution / active EE | $4,062 | $4,180-2.8% | $6,166-34.1% | $2,544+59.7% |
| Participant deferral / active EE | $6,586 | $6,641-0.8% | $8,363-21.3% | $4,237+55.4% |
| Admin fee / account holder | -$83 | $630-113.2% | $11,616-100.7% | $593-114.0% |