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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $68,045 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$786 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $87,113 | $89,436-2.6% | $164,813-47.1% | $77,643+12.2% |
| Participation rate | 94.3% | 78.6%+15.7pp | 78.6%+15.7pp | 70.6%+23.7pp |
| Annual return | 9.93% | 28.83%-18.9pp | 69.93%-60.0pp | 31.24%-21.3pp |
| Employer contribution / active EE | $1,599 | $2,569-37.7% | $4,341-63.2% | $2,726-41.3% |
| Participant deferral / active EE | $7,140 | $4,897+45.8% | $6,031+18.4% | $4,647+53.6% |
| Admin fee / account holder | -$2 | $339-100.6% | $12,690-100.0% | $430-100.5% |