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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $20,337 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,674 |
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 | $40,922 | $58,879-30.5% | $178,490-77.1% | $73,488-44.3% |
| Participation rate | 87.0% | 66.2%+20.8pp | 81.9%+5.1pp | 70.7%+16.3pp |
| Annual return | -7.00% | 24.86%-31.9pp | 151.07%-158.1pp | 28.51%-35.5pp |
| Employer contribution / active EE | $1,126 | $2,236-49.6% | $5,011-77.5% | $2,270-50.4% |
| Participant deferral / active EE | $3,454 | $2,567+34.6% | $5,202-33.6% | $3,740-7.6% |
| Admin fee / account holder | $25 | $400-93.8% | $13,984-99.8% | $513-95.1% |