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 37 · EIN 04-2647786 | Loan Processing | $5,098 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $4,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,310 | $78,422-5.2% | $95,952-22.6% | $79,858-6.9% |
| Participation rate | 77.1% | 73.5%+3.6pp | 77.1%0pp | 69.6%+7.5pp |
| Annual return | 11.09% | 19.37%-8.3pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,893 | $3,440+158.5% | $4,167+113.4% | $3,740+137.8% |
| Admin fee / account holder | $63 | $5,622-98.9% | $6,795-99.1% | $5,306-98.8% |