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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $14,115 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $4,417 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,789 | $126,519-43.3% | $106,201-32.4% | $145,959-50.8% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 13.53% | 225.10%-211.6pp | 116.26%-102.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,625 | $3,726-2.7% | $3,170+14.4% | $4,661-22.2% |
| Participant deferral / active EE | $9,565 | $5,716+67.4% | $5,012+90.8% | $6,689+43.0% |
| Admin fee / account holder | $61 | $17,312-99.6% | $11,039-99.4% | $13,398-99.5% |