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 |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 6410 POPLAR AVE · MEMPHIS, TN 38115 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,909 | $89,769-13.2% | $76,768+1.5% | - |
| Participation rate | 94.9% | 75.1%+19.9pp | 77.0%+18.0pp | - |
| Annual return | -7.22% | -5.73%-1.5pp | 2.43%-9.7pp | - |
| Employer contribution / active EE | $1,029 | $1,505-31.7% | $2,485-58.6% | - |
| Participant deferral / active EE | $2,696 | $3,196-15.7% | $3,852-30.0% | - |
| Admin fee / account holder | $0 | $4,068-100.0% | $6,675-100.0% | - |