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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $66,319 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $58,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,648 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,704 | $72,254-7.7% | $86,677-23.0% | $64,808+2.9% |
| Participation rate | 92.4% | 80.4%+12.0pp | 76.6%+15.9pp | 71.5%+21.0pp |
| Annual return | -17.14% | 392.42%-409.6pp | 35.91%-53.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $712 | $2,393-70.2% | $2,836-74.9% | $2,506-71.6% |
| Participant deferral / active EE | $5,389 | $4,658+15.7% | $4,656+15.8% | $4,310+25.0% |
| Admin fee / account holder | $101 | $174-42.2% | $7,493-98.7% | $188-46.5% |