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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $85,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,584 |
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 | $110,203 | $47,898+130.1% | $117,472-6.2% | $64,808+70.0% |
| Participation rate | 97.6% | 61.9%+35.7pp | 70.6%+27.0pp | 71.5%+26.2pp |
| Annual return | -17.93% | -15.54%-2.4pp | 29.74%-47.7pp | 32.82%-50.7pp |
| Employer contribution / active EE | $3,624 | $1,774+104.3% | $4,176-13.2% | $2,506+44.6% |
| Participant deferral / active EE | $11,151 | $3,151+254.0% | $4,070+174.0% | $4,310+158.7% |
| Admin fee / account holder | $62 | $132-52.9% | $5,645-98.9% | $188-66.9% |