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 BARNEY11+ years Service code 55 · EIN 26-4310632 | Other Commissions | $36,701 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,036 | $95,880-73.9% | $107,525-76.7% | $85,563-70.7% |
| Participation rate | 71.6% | 70.1%+1.5pp | 75.1%-3.4pp | 66.0%+5.7pp |
| Annual return | 15.77% | 68.06%-52.3pp | 181.32%-165.6pp | 31.51%-15.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,465 | $4,201-41.3% | $5,116-51.8% | $4,375-43.7% |
| Admin fee / account holder | $9 | $1,025-99.1% | $8,919-99.9% | $834-98.9% |