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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $31,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,810 | $82,978+22.7% | $129,995-21.7% | $71,457+42.5% |
| Participation rate | 42.2% | 74.1%-31.9pp | 78.5%-36.3pp | 67.9%-25.7pp |
| Annual return | 15.62% | 20.60%-5.0pp | -137.18%+152.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,163 | $2,622-55.6% | $4,320-73.1% | $2,588-55.1% |
| Participant deferral / active EE | $2,327 | $4,432-47.5% | $5,820-60.0% | $4,289-45.7% |
| Admin fee / account holder | $22 | $1,729-98.7% | $10,614-99.8% | $1,587-98.6% |