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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $15,861 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $291 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,594 | $65,435-2.8% | $86,677-26.6% | $66,914-5.0% |
| Participation rate | 74.3% | 75.5%-1.1pp | 76.6%-2.3pp | 69.8%+4.5pp |
| Annual return | -14.88% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $617 | $2,153-71.3% | $2,836-78.2% | $2,544-75.7% |
| Participant deferral / active EE | $2,962 | $4,100-27.8% | $4,656-36.4% | $4,237-30.1% |
| Admin fee / account holder | $2 | $642-99.7% | $7,493-100.0% | $593-99.7% |