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 BARNEY2+ years Service code 55 · EIN 26-4310632 | Other Commissions | $84,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,210 | $63,905-15.2% | $74,183-26.9% | $57,658-6.0% |
| Participation rate | 88.9% | 79.8%+9.2pp | 76.6%+12.3pp | 70.2%+18.7pp |
| Annual return | 8.46% | 60.60%-52.1pp | 17.74%-9.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $432 | $1,840-76.6% | $2,370-81.8% | $1,974-78.1% |
| Participant deferral / active EE | $3,846 | $3,448+11.5% | $3,550+8.3% | $3,061+25.6% |
| Admin fee / account holder | $9 | $91-90.6% | $5,586-99.8% | $95-90.9% |