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 BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $23,353 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,157 | $101,317-43.6% | $146,958-61.1% | $74,495-23.3% |
| Participation rate | 71.8% | 75.5%-3.8pp | 82.2%-10.4pp | 67.2%+4.6pp |
| Annual return | 17.59% | 8730.91%-8713.3pp | 418.34%-400.7pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,436 | $3,810-62.3% | $4,933-70.9% | $2,623-45.3% |
| Participant deferral / active EE | $4,402 | $7,303-39.7% | $8,070-45.5% | $4,346+1.3% |
| Admin fee / account holder | $4 | $1,739-99.8% | $12,998-100.0% | $1,942-99.8% |