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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $10,334 |
HUTCHINSON AND BLOODGOOD LLP2 years Filed as: HUTCHINSON & BLOODGOOD LLP Service code 10 · EIN 95-0858589 | Accounting | $7,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,042 | $83,477-32.9% | $125,175-55.2% | $72,985-23.2% |
| Participation rate | 68.5% | 73.3%-4.8pp | 79.8%-11.2pp | 69.5%-0.9pp |
| Annual return | 20.04% | 25.78%-5.7pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $562 | $2,345-76.0% | $3,865-85.5% | $2,440-77.0% |
| Participant deferral / active EE | $1,418 | $3,585-60.5% | $4,937-71.3% | $3,607-60.7% |
| Admin fee / account holder | $110 | $5,517-98.0% | $9,702-98.9% | $5,124-97.9% |