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 | $130,224-39.2% | $197,124-59.8% | $79,634-0.6% |
| Participation rate | 99.9% | 87.8%+12.0pp | 86.7%+13.1pp | 62.5%+37.4pp |
| Annual return | 23.10% | 23.65%-0.5pp | 44.34%-21.2pp | 36.46%-13.4pp |
| Employer contribution / active EE | $3,633 | $4,314-15.8% | $6,227-41.7% | $2,529+43.6% |
| Participant deferral / active EE | $9,064 | $7,378+22.9% | $9,135-0.8% | $3,835+136.4% |
| Admin fee / account holder | $219 | $254-13.8% | $16,298-98.7% | $1,002-78.1% |