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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $44,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $136,789 | $93,182+46.8% | $146,665-6.7% | $79,386+72.3% |
| Participation rate | 45.7% | 76.4%-30.8pp | 80.1%-34.4pp | 70.7%-25.0pp |
| Annual return | 12.19% | 21.61%-9.4pp | 22.74%-10.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,566 | $4,169-38.5% | $5,506-53.4% | $4,046-36.6% |
| Admin fee / account holder | $10 | $585-98.3% | $10,280-99.9% | $626-98.4% |