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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $83,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,750 |
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 | $49,820 | $88,515-43.7% | $162,163-69.3% | $67,579-26.3% |
| Participation rate | 53.7% | 86.8%-33.1pp | 87.6%-33.8pp | 71.3%-17.5pp |
| Annual return | 22.44% | 27.04%-4.6pp | 115.59%-93.1pp | 378.56%-356.1pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,474 | $5,724-4.4% | $7,298-25.0% | $3,539+54.7% |
| Admin fee / account holder | $10 | $124-92.1% | $10,843-99.9% | $142-93.1% |