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 | $14,742 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,655 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,530 | $59,186-2.8% | $76,768-25.1% | $56,287+2.2% |
| Participation rate | 82.1% | 75.2%+6.9pp | 77.0%+5.2pp | 69.9%+12.3pp |
| Annual return | -4.16% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $612 | $1,759-65.2% | $2,485-75.4% | $2,111-71.0% |
| Participant deferral / active EE | $2,754 | $3,255-15.4% | $3,852-28.5% | $3,350-17.8% |
| Admin fee / account holder | $31 | $489-93.7% | $6,675-99.5% | $521-94.1% |