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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $50,768 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,578 | $83,884-88.6% | $64,056-85.0% | $74,419-87.1% |
| Participation rate | 78.2% | 76.6%+1.6pp | 72.3%+5.9pp | 70.7%+7.5pp |
| Annual return | 23.76% | 16.57%+7.2pp | 33.69%-9.9pp | 34.38%-10.6pp |
| Employer contribution / active EE | $583 | $3,084-81.1% | $2,747-78.8% | $2,637-77.9% |
| Participant deferral / active EE | $2,454 | $3,692-33.5% | $3,880-36.8% | $4,528-45.8% |
| Admin fee / account holder | $48 | $196-75.3% | $3,068-98.4% | $348-86.1% |