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 13 · EIN 42-0127290 | Contract Administrator | $112,825 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 94-1671384 | Advisory (Plan) | $57,793 |
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 | $79,172 | $131,799-39.9% | $200,582-60.5% | $85,563-7.5% |
| Participation rate | 99.9% | 87.9%+11.9pp | 86.9%+13.0pp | 66.0%+33.9pp |
| Annual return | 23.10% | 21.59%+1.5pp | 42.33%-19.2pp | 31.51%-8.4pp |
| Employer contribution / active EE | $3,633 | $4,532-19.8% | $6,419-43.4% | $2,654+36.9% |
| Participant deferral / active EE | $9,064 | $7,702+17.7% | $9,331-2.9% | $4,375+107.2% |
| Admin fee / account holder | $219 | $235-6.7% | $16,305-98.7% | $834-73.7% |