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 |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $53,973 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,744 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,750 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $852,345 | $55,415+1438.1% | $155,509+448.1% | $74,495+1044.2% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+15.0pp | 67.2%+26.0pp |
| Annual return | 15.37% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $41,680 | $2,267+1738.5% | $4,672+792.0% | $2,623+1489.0% |
| Participant deferral / active EE | $9,005 | $2,836+217.5% | $5,626+60.1% | $4,346+107.2% |
| Admin fee / account holder | $649 | $1,738-62.6% | $15,912-95.9% | $1,942-66.6% |