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 3-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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $59,995 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,927 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,158 |
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 | $54,581 | $99,078-44.9% | $96,544-43.5% | $74,419-26.7% |
| Participation rate | 83.4% | 80.7%+2.7pp | 76.0%+7.5pp | 70.7%+12.7pp |
| Annual return | 0.00% | 22.48%-22.5pp | 25.84%-25.8pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,784 | $2,570-30.6% | $2,965-39.8% | $2,637-32.4% |
| Participant deferral / active EE | $3,952 | $4,933-19.9% | $4,851-18.5% | $4,528-12.7% |
| Admin fee / account holder | $150 | $225-33.4% | $8,252-98.2% | $348-57.0% |