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 | $25,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,400 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,110 | $78,275-59.0% | $109,143-70.6% | $86,799-63.0% |
| Participation rate | 69.8% | 73.8%-4.1pp | 75.9%-6.1pp | 72.3%-2.5pp |
| Annual return | 15.72% | 19.14%-3.4pp | 25.75%-10.0pp | 97.91%-82.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,327 | $3,641-36.1% | $4,653-50.0% | $4,131-43.7% |
| Admin fee / account holder | $9 | $198-95.3% | $6,752-99.9% | $170-94.5% |