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 27 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Plan) | $24,241 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $19,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,378 | $61,272-35.7% | $149,673-73.7% | $71,457-44.9% |
| Participation rate | 67.5% | 62.5%+4.9pp | 78.8%-11.3pp | 67.9%-0.5pp |
| Annual return | 16.80% | 35.85%-19.1pp | 134.42%-117.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,525 | $2,378-35.9% | $4,818-68.3% | $2,588-41.1% |
| Participant deferral / active EE | $3,097 | $2,917+6.2% | $5,680-45.5% | $4,289-27.8% |
| Admin fee / account holder | $223 | $1,261-82.3% | $13,210-98.3% | $1,587-86.0% |