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 BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $25,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,220 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $18,498 |
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 | $63,530 | $71,142-10.7% | $119,609-46.9% | $64,808-2.0% |
| Participation rate | 80.1% | 78.6%+1.5pp | 79.3%+0.9pp | 71.5%+8.7pp |
| Annual return | 0.25% | -10.01%+10.3pp | -14.97%+15.2pp | 32.82%-32.6pp |
| Employer contribution / active EE | $1,222 | $2,497-51.1% | $4,232-71.1% | $2,506-51.3% |
| Participant deferral / active EE | $3,992 | $4,490-11.1% | $5,602-28.7% | $4,310-7.4% |
| Admin fee / account holder | $122 | $162-24.6% | $10,323-98.8% | $188-34.9% |