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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $49,130 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS, LLC Service code 10 · EIN 21-2122306 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,591 | $100,923+75.0% | $150,045+17.7% | $74,304+137.7% |
| Participation rate | 60.4% | 70.1%-9.7pp | 82.3%-21.9pp | 60.3%+0.1pp |
| Annual return | 19.11% | 51.77%-32.7pp | 62.55%-43.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,659 | $3,463-23.2% | $4,693-43.3% | $2,241+18.6% |
| Participant deferral / active EE | $7,212 | $6,709+7.5% | $7,997-9.8% | $3,767+91.4% |
| Admin fee / account holder | $371 | $2,767-86.6% | $13,435-97.2% | $2,969-87.5% |