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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $50,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,428 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,407 | $93,131-7.2% | $106,548-18.9% | $86,799-0.5% |
| Participation rate | 94.9% | 81.4%+13.4pp | 76.1%+18.7pp | 72.3%+22.6pp |
| Annual return | 26.13% | 19.45%+6.7pp | 26.80%-0.7pp | 97.91%-71.8pp |
| Employer contribution / active EE | $4,426 | $2,895+52.8% | $2,819+57.0% | $2,405+84.0% |
| Participant deferral / active EE | $14,282 | $4,708+203.3% | $4,398+224.7% | $4,131+245.7% |
| Admin fee / account holder | $220 | $145+51.5% | $7,407-97.0% | $170+29.7% |