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 | $40,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,279 | $81,474+43.9% | $133,956-12.4% | $73,488+59.6% |
| Participation rate | 53.6% | 76.4%-22.8pp | 79.8%-26.3pp | 70.7%-17.1pp |
| Annual return | 13.13% | 19.40%-6.3pp | 45.09%-32.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,104 | $2,209-50.0% | $3,919-71.8% | $2,270-51.4% |
| Participant deferral / active EE | $3,146 | $3,786-16.9% | $5,048-37.7% | $3,740-15.9% |
| Admin fee / account holder | $14 | $713-98.0% | $8,927-99.8% | $513-97.2% |