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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $231,745 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,000 |
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 | $74,657 | $145,516-48.7% | $184,203-59.5% | $99,062-24.6% |
| Participation rate | 95.1% | 90.3%+4.9pp | 86.8%+8.3pp | 71.6%+23.5pp |
| Annual return | 16.45% | 21.23%-4.8pp | 28.81%-12.4pp | 17.66%-1.2pp |
| Employer contribution / active EE | $2,905 | $5,354-45.7% | $6,427-54.8% | $3,262-10.9% |
| Participant deferral / active EE | $6,666 | $8,423-20.9% | $9,131-27.0% | $5,331+25.0% |
| Admin fee / account holder | $39 | $78-50.4% | $13,901-99.7% | $109-64.6% |