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 BARNEY5 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $43,167 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,297 |
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 | $61,803 | $67,984-9.1% | $65,493-5.6% | $74,304-16.8% |
| Participation rate | 82.9% | 66.3%+16.6pp | 73.1%+9.8pp | 60.3%+22.6pp |
| Annual return | 13.36% | 19.87%-6.5pp | 982.45%-969.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,706 | $2,491-31.5% | $2,574-33.7% | $2,241-23.9% |
| Participant deferral / active EE | $3,813 | $3,346+13.9% | $3,961-3.7% | $3,767+1.2% |
| Admin fee / account holder | $11 | $1,373-99.2% | $5,028-99.8% | $2,969-99.6% |