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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $46,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
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 | $70,722 | $84,487-16.3% | $125,339-43.6% | $66,914+5.7% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -16.01% | -8.39%-7.6pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $6,367 | $3,553+79.2% | $4,814+32.3% | $2,544+150.2% |
| Participant deferral / active EE | $13,499 | $6,781+99.1% | $7,446+81.3% | $4,237+218.6% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.6% |