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 | $49,274 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Annual investment return 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 | $98,906 | $80,731+22.5% | $103,374-4.3% | $74,546+32.7% |
| Participation rate | 84.9% | 65.7%+19.3pp | 74.5%+10.4pp | 67.2%+17.7pp |
| Annual return | 10.37% | 27.56%-17.2pp | 24.89%-14.5pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $4,201 | $3,158+33.0% | $3,869+8.6% | $2,624+60.1% |
| Participant deferral / active EE | $5,497 | $3,860+42.4% | $5,058+8.7% | $4,347+26.4% |
| Admin fee / account holder | $1 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |