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 99 · EIN 71-0294708 | Other Fees | $86,404 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $12,359 | $113,293-89.1% | $67,502-81.7% | $199,593-93.8% |
| Participation rate | 82.8% | 73.3%+9.5pp | 72.9%+10.0pp | 72.0%+10.9pp |
| Annual return | 16.65% | 15.88%+0.8pp | 3512.12%-3495.5pp | 34.25%-17.6pp |
| Employer contribution / active EE | $365 | $3,401-89.3% | $2,731-86.6% | $3,034-88.0% |
| Participant deferral / active EE | $2,612 | $4,159-37.2% | $4,000-34.7% | $5,087-48.6% |
| Admin fee / account holder | $77 | $103-25.2% | $3,998-98.1% | $269-71.5% |