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 BARNEY9+ years Filed as: GRAYSTONE CONSULTING MIDDLETON Service code 27 · EIN 26-4310632 | Advisory (Plan) | $58,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,530 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,813 | $65,390+37.4% | $169,368-47.0% | $71,457+25.7% |
| Participation rate | 93.7% | 67.0%+26.7pp | 77.1%+16.5pp | 67.9%+25.8pp |
| Annual return | 13.18% | 21.31%-8.1pp | 405.60%-392.4pp | 28.85%-15.7pp |
| Employer contribution / active EE | $1,709 | $2,079-17.8% | $4,013-57.4% | $2,588-34.0% |
| Participant deferral / active EE | $6,882 | $4,367+57.6% | $6,221+10.6% | $4,289+60.5% |
| Admin fee / account holder | $279 | $1,324-78.9% | $9,003-96.9% | $1,587-82.4% |