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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 · EIN 26-4310632 | Other Commissions | $21,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,385 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,354 | $88,087+26.4% | $164,866-32.5% | $74,546+49.4% |
| Participation rate | 96.5% | 73.1%+23.4pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 19.04% | 17.27%+1.8pp | 69.97%-50.9pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $1,007 | $2,595-61.2% | $4,343-76.8% | $2,624-61.6% |
| Participant deferral / active EE | $10,416 | $4,499+131.5% | $6,033+72.7% | $4,347+139.6% |
| Admin fee / account holder | -$13 | $2,232-100.6% | $12,689-100.1% | $1,944-100.6% |