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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $62,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $111,996 | $99,957+12.0% | $149,696-25.2% | $73,488+52.4% |
| Participation rate | 68.4% | 75.7%-7.3pp | 82.5%-14.1pp | 70.7%-2.3pp |
| Annual return | 25.94% | 53.87%-27.9pp | 276.60%-250.7pp | 28.51%-2.6pp |
| Employer contribution / active EE | $2,511 | $3,191-21.3% | $4,644-45.9% | $2,270+10.6% |
| Participant deferral / active EE | $8,816 | $6,073+45.2% | $6,842+28.9% | $3,740+135.8% |
| Admin fee / account holder | $4 | $551-99.4% | $9,309-100.0% | $513-99.3% |