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 | $25,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,025 |
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.
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 | $25,403 | $92,971-72.7% | $96,683-73.7% | $74,419-65.9% |
| Participation rate | 62.9% | 71.5%-8.7pp | 74.3%-11.5pp | 70.7%-7.9pp |
| Annual return | 19.30% | 37.49%-18.2pp | 35.69%-16.4pp | 34.38%-15.1pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,930 | $3,970-51.4% | $4,878-60.4% | $4,528-57.4% |
| Admin fee / account holder | $10 | $633-98.3% | $6,730-99.8% | $348-97.0% |