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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $54,949 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$35,062 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,951 | $122,239-12.5% | $184,203-41.9% | $74,495+43.6% |
| Participation rate | 95.5% | 85.5%+10.0pp | 86.8%+8.7pp | 67.2%+28.3pp |
| Annual return | 11.35% | 19.95%-8.6pp | 28.81%-17.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $4,079 | $4,537-10.1% | $6,427-36.5% | $2,623+55.5% |
| Participant deferral / active EE | $6,791 | $7,139-4.9% | $9,131-25.6% | $4,346+56.3% |
| Admin fee / account holder | -$148 | $1,260-111.7% | $13,901-101.1% | $1,942-107.6% |