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 | $32,168 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $25,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,629 |
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 | $137,899 | $100,801+36.8% | $149,696-7.9% | $73,409+87.9% |
| Participation rate | 97.3% | 77.7%+19.7pp | 82.5%+14.9pp | 72.2%+25.2pp |
| Annual return | 14.72% | 265.34%-250.6pp | 276.60%-261.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $5,947 | $3,312+79.6% | $4,644+28.1% | $2,234+166.3% |
| Participant deferral / active EE | $10,289 | $6,404+60.7% | $6,842+50.4% | $3,805+170.4% |
| Admin fee / account holder | $59 | $181-67.1% | $9,309-99.4% | $158-62.4% |