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 BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $26,581 |
RBC WEALTH MANAGEMENT1 year Service code 55 · EIN 41-1416330 | Other Commissions | $13,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,313 | $42,353-21.3% | $79,550-58.1% | $64,808-48.6% |
| Participation rate | 77.8% | 64.8%+13.1pp | 69.5%+8.4pp | 71.5%+6.4pp |
| Annual return | -7.56% | -12.24%+4.7pp | 0.16%-7.7pp | 32.82%-40.4pp |
| Employer contribution / active EE | $1,817 | $1,181+53.9% | $2,413-24.7% | $2,506-27.5% |
| Participant deferral / active EE | $5,327 | $3,170+68.0% | $3,985+33.7% | $4,310+23.6% |
| Admin fee / account holder | $3 | $160-97.9% | $6,832-100.0% | $188-98.2% |