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 | $15,441 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $73,345 | $76,050-3.6% | $96,544-24.0% | $71,457+2.6% |
| Participation rate | 72.6% | 74.4%-1.8pp | 76.0%-3.4pp | 67.9%+4.7pp |
| Annual return | 14.86% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $620 | $2,244-72.4% | $2,965-79.1% | $2,588-76.1% |
| Participant deferral / active EE | $3,125 | $4,215-25.9% | $4,851-35.6% | $4,289-27.1% |
| Admin fee / account holder | $1 | $2,707-99.9% | $8,252-100.0% | $1,587-99.9% |