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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $51,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,760 | $73,102-3.2% | $123,544-42.7% | $56,287+25.7% |
| Participation rate | 57.0% | 74.3%-17.3pp | 82.3%-25.3pp | 69.9%-12.9pp |
| Annual return | -6.48% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,237 | $2,977-24.9% | $4,628-51.7% | $2,111+5.9% |
| Participant deferral / active EE | $8,065 | $5,423+48.7% | $6,426+25.5% | $3,350+140.8% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.5% |