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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $115,901 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $100,000 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $81,864 | $42,810+91.2% | $169,463-51.7% | $55,725+46.9% |
| Participation rate | 92.0% | 64.7%+27.3pp | 77.8%+14.3pp | 70.9%+21.2pp |
| Annual return | -6.16% | -3.61%-2.5pp | 1.83%-8.0pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,656 | $1,402+18.1% | $4,159-60.2% | $2,078-20.3% |
| Participant deferral / active EE | $5,373 | $3,141+71.0% | $5,277+1.8% | $3,356+60.1% |
| Admin fee / account holder | $299 | $106+181.2% | $9,109-96.7% | $115+160.0% |