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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $54,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,967 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,010 | $81,908-9.6% | $90,749-18.4% | $64,808+14.2% |
| Participation rate | 97.5% | 80.5%+17.0pp | 75.7%+21.8pp | 71.5%+26.0pp |
| Annual return | -18.95% | -12.53%-6.4pp | -12.16%-6.8pp | 32.82%-51.8pp |
| Employer contribution / active EE | $4,961 | $3,065+61.9% | $2,921+69.8% | $2,506+98.0% |
| Participant deferral / active EE | $16,526 | $4,840+241.4% | $4,564+262.1% | $4,310+283.4% |
| Admin fee / account holder | $189 | $157+20.3% | $8,445-97.8% | $188+0.7% |