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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $55,751 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $37,584 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,355 | $99,957-51.6% | $149,696-67.7% | $73,488-34.2% |
| Participation rate | 94.5% | 75.7%+18.8pp | 82.5%+12.0pp | 70.7%+23.8pp |
| Annual return | 17.09% | 53.87%-36.8pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $860 | $3,191-73.0% | $4,644-81.5% | $2,270-62.1% |
| Participant deferral / active EE | $5,734 | $6,073-5.6% | $6,842-16.2% | $3,740+53.3% |
| Admin fee / account holder | $178 | $551-67.7% | $9,309-98.1% | $513-65.3% |