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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $14,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,297 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,292 | $104,486+30.4% | $76,817+77.4% | $152,861-10.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | -5.41% | 1013.37%-1018.8pp | 1166.11%-1171.5pp | 345.32%-350.7pp |
| Employer contribution / active EE | $13,704 | $3,116+339.8% | $2,302+495.3% | $4,762+187.8% |
| Participant deferral / active EE | $14,810 | $4,236+249.6% | $3,336+344.0% | $5,850+153.1% |
| Admin fee / account holder | $26 | $12,275-99.8% | $6,420-99.6% | $11,596-99.8% |