See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,332 |
MORGAN STANLEY SMITH BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $29,503 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,447 | $44,764-70.0% | $68,791-80.5% | $64,808-79.3% |
| Participation rate | 75.7% | 64.8%+11.0pp | 69.0%+6.7pp | 71.5%+4.3pp |
| Annual return | -15.75% | -10.91%-4.8pp | -6.38%-9.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $837 | $1,775-52.8% | $2,655-68.5% | $2,506-66.6% |
| Participant deferral / active EE | $2,782 | $3,238-14.1% | $3,941-29.4% | $4,310-35.5% |
| Admin fee / account holder | $61 | $151-59.7% | $4,932-98.8% | $188-67.5% |