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 | $18,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,296 | $66,601-63.5% | $92,893-73.8% | $67,579-64.0% |
| Participation rate | 64.2% | 72.5%-8.3pp | 76.0%-11.8pp | 71.3%-7.0pp |
| Annual return | 19.60% | 92.58%-73.0pp | 109.41%-89.8pp | 378.56%-359.0pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,682 | $3,157-46.7% | $4,236-60.3% | $3,539-52.5% |
| Admin fee / account holder | $13 | $199-93.6% | $5,794-99.8% | $142-91.0% |