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 | $18,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,682 |
Annual investment return 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 | $46,883 | $52,953-11.5% | $172,739-72.9% | $65,185-28.1% |
| Participation rate | 83.3% | 66.2%+17.1pp | 82.6%+0.7pp | 70.2%+13.1pp |
| Annual return | 3.42% | 30.12%-26.7pp | 802.84%-799.4pp | 29.38%-26.0pp |
| Employer contribution / active EE | $1,658 | $2,190-24.3% | $5,143-67.8% | $2,177-23.8% |
| Participant deferral / active EE | $3,403 | $2,471+37.7% | $5,198-34.5% | $3,514-3.2% |
| Admin fee / account holder | $21 | $472-95.5% | $13,954-99.8% | $847-97.5% |