See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $70,116 |
Service code 10 · EIN 99-1443496 | Accounting | $17,600 |
Filed as: TYLER, SIMMS & ST. SAUVEUR, CPAS Service code 10 · EIN 02-0476956 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$255,668 |
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 | $77,538 | $113,293-31.6% | $67,502+14.9% | $199,593-61.2% |
| Participation rate | 73.9% | 73.3%+0.6pp | 72.9%+1.0pp | 72.0%+1.9pp |
| Annual return | 18.76% | 15.88%+2.9pp | 3512.12%-3493.4pp | 34.25%-15.5pp |
| Employer contribution / active EE | $1,522 | $3,401-55.2% | $2,731-44.2% | $3,034-49.8% |
| Participant deferral / active EE | $6,790 | $4,159+63.3% | $4,000+69.8% | $5,087+33.5% |
| Admin fee / account holder | $117 | $103+14.0% | $3,998-97.1% | $269-56.5% |