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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $108,779 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 · EIN 26-4310632 | Consulting | $21,321 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,773 | $82,978-90.6% | $130,231-94.0% | $74,419-89.6% |
| Participation rate | 95.0% | 73.7%+21.4pp | 76.3%+18.8pp | 70.7%+24.3pp |
| Annual return | 16.81% | 123.05%-106.2pp | 38.77%-22.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,669 | $3,391-50.8% | $4,126-59.5% | $2,637-36.7% |
| Participant deferral / active EE | $2,419 | $5,370-54.9% | $6,799-64.4% | $4,528-46.6% |
| Admin fee / account holder | $79 | $354-77.6% | $6,020-98.7% | $348-77.2% |