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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $92,058 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,725 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,913 | $111,608-48.1% | $177,821-67.4% | $73,409-21.1% |
| Participation rate | 54.3% | 87.9%-33.5pp | 87.7%-33.4pp | 72.2%-17.8pp |
| Annual return | 15.32% | 18.23%-2.9pp | 48.32%-33.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,799 | $6,199+9.7% | $7,714-11.9% | $3,805+78.7% |
| Admin fee / account holder | $4 | $166-97.7% | $12,427-100.0% | $158-97.5% |