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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $76,467 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,229 |
Employer contribution per participant 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 | $50,482 | $64,612-21.9% | $86,436-41.6% | $64,808-22.1% |
| Participation rate | 95.3% | 81.5%+13.9pp | 80.3%+15.0pp | 71.5%+23.9pp |
| Annual return | -16.01% | 0.66%-16.7pp | 4394.89%-4410.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $345 | $2,744-87.4% | $3,769-90.8% | $2,506-86.2% |
| Participant deferral / active EE | $6,405 | $7,497-14.6% | $6,952-7.9% | $4,310+48.6% |
| Admin fee / account holder | $109 | $169-35.3% | $6,731-98.4% | $188-41.8% |