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 | $40,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,358 | $62,267+53.1% | $110,238-13.5% | $55,725+71.1% |
| Participation rate | 48.3% | 78.1%-29.8pp | 79.8%-31.5pp | 70.9%-22.5pp |
| Annual return | -4.50% | -1.07%-3.4pp | 314.74%-319.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,515 | $1,941-22.0% | $3,826-60.4% | $2,078-27.1% |
| Participant deferral / active EE | $2,624 | $3,516-25.4% | $4,672-43.8% | $3,356-21.8% |
| Admin fee / account holder | $22 | $121-82.0% | $8,547-99.7% | $115-81.1% |