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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $27,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,344 |
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 | $55,300 | $65,061-15.0% | $143,757-61.5% | $66,914-17.4% |
| Participation rate | 93.8% | 65.2%+28.6pp | 80.3%+13.5pp | 69.8%+24.0pp |
| Annual return | 1.35% | -11.14%+12.5pp | -0.04%+1.4pp | 1.58%-0.2pp |
| Employer contribution / active EE | $1,444 | $2,361-38.8% | $4,951-70.8% | $2,544-43.3% |
| Participant deferral / active EE | $3,888 | $2,919+33.2% | $5,637-31.0% | $4,237-8.2% |
| Admin fee / account holder | $21 | $502-95.8% | $14,673-99.9% | $593-96.4% |