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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $94,499 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $6,128 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,850 |
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.
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 | $61,970 | $100,227-38.2% | $169,993-63.5% | $74,419-16.7% |
| Participation rate | 59.4% | 87.3%-27.9pp | 87.0%-27.6pp | 70.7%-11.3pp |
| Annual return | 18.03% | 66.08%-48.1pp | 53.37%-35.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,939 | $7,143-16.8% | $10,408-42.9% | $4,528+31.2% |
| Admin fee / account holder | $19 | $234-92.0% | $12,815-99.9% | $348-94.6% |