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 BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $35,417 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,038 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,303 | $69,763-23.6% | $67,502-21.0% | $74,495-28.4% |
| Participation rate | 74.9% | 71.4%+3.5pp | 72.9%+2.0pp | 67.2%+7.7pp |
| Annual return | 18.53% | -40.34%+58.9pp | 3512.12%-3493.6pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,445 | $2,704-46.6% | $2,731-47.1% | $2,623-44.9% |
| Participant deferral / active EE | $3,489 | $3,636-4.0% | $4,000-12.8% | $4,346-19.7% |
| Admin fee / account holder | $20 | $896-97.8% | $3,998-99.5% | $1,942-99.0% |