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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $81,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,277 | $80,005-49.7% | $140,016-71.2% | $55,725-27.7% |
| Participation rate | 54.9% | 87.0%-32.1pp | 87.5%-32.6pp | 70.9%-15.9pp |
| Annual return | -4.60% | 0.46%-5.1pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,244 | $5,264-0.4% | $6,927-24.3% | $3,356+56.3% |
| Admin fee / account holder | $10 | $116-91.6% | $10,705-99.9% | $115-91.6% |