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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $89,983 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,756 | $119,446-44.1% | $150,045-55.5% | $85,563-22.0% |
| Participation rate | 69.2% | 75.4%-6.2pp | 82.3%-13.1pp | 66.0%+3.3pp |
| Annual return | 18.46% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,893 | $4,078-53.6% | $4,693-59.7% | $2,654-28.7% |
| Participant deferral / active EE | $3,625 | $7,985-54.6% | $7,997-54.7% | $4,375-17.1% |
| Admin fee / account holder | -$32 | $548-105.9% | $13,435-100.2% | $834-103.9% |