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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $83,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,140 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $29,700 |
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 | $181,282 | $100,801+79.8% | $149,696+21.1% | $73,409+146.9% |
| Participation rate | 89.6% | 77.7%+11.9pp | 82.5%+7.1pp | 72.2%+17.4pp |
| Annual return | 18.12% | 265.34%-247.2pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $6,278 | $3,312+89.6% | $4,644+35.2% | $2,234+181.1% |
| Participant deferral / active EE | $8,981 | $6,404+40.2% | $6,842+31.3% | $3,805+136.0% |
| Admin fee / account holder | $256 | $181+41.7% | $9,309-97.2% | $158+62.2% |