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 8-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 BARNEY2 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,217 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,362 | $65,376+76.5% | $87,100+32.4% | $65,185+77.0% |
| Participation rate | 94.3% | 75.3%+19.0pp | 76.9%+17.4pp | 70.2%+24.1pp |
| Annual return | 20.28% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $8,646 | $1,822+374.4% | $2,521+242.9% | $2,177+297.2% |
| Participant deferral / active EE | $10,365 | $3,388+205.9% | $4,049+156.0% | $3,514+195.0% |
| Admin fee / account holder | $101 | $520-80.6% | $7,497-98.7% | $847-88.1% |