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 5-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 Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $73,390 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,224 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$225,162 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,560 | $130,141-69.6% | $86,677-54.4% | $77,904-49.2% |
| Participation rate | 86.4% | 85.9%+0.5pp | 76.6%+9.8pp | 73.7%+12.7pp |
| Annual return | -17.11% | -12.75%-4.4pp | 35.91%-53.0pp | 12.21%-29.3pp |
| Employer contribution / active EE | $1,083 | $3,220-66.4% | $2,836-61.8% | $2,848-62.0% |
| Participant deferral / active EE | $3,436 | $5,757-40.3% | $4,656-26.2% | $4,806-28.5% |
| Admin fee / account holder | -$40 | $132-130.4% | $7,493-100.5% | $133-130.2% |