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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,509 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $70,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,592 | $45,959+97.1% | $91,220-0.7% | $77,904+16.3% |
| Participation rate | 68.6% | 66.3%+2.3pp | 73.2%-4.6pp | 73.7%-5.1pp |
| Annual return | -16.61% | -5.32%-11.3pp | 114.01%-130.6pp | 12.21%-28.8pp |
| Employer contribution / active EE | $2,294 | $1,451+58.1% | $2,850-19.5% | $2,848-19.4% |
| Participant deferral / active EE | $5,439 | $3,283+65.7% | $4,234+28.5% | $4,806+13.2% |
| Admin fee / account holder | $94 | $99-4.7% | $5,420-98.3% | $133-29.0% |