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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $127,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,163 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,119 | $93,131+75.1% | $106,548+53.1% | $86,799+87.9% |
| Participation rate | 96.2% | 81.4%+14.8pp | 76.1%+20.1pp | 72.3%+23.9pp |
| Annual return | 12.04% | 19.45%-7.4pp | 26.80%-14.8pp | 97.91%-85.9pp |
| Employer contribution / active EE | $11,263 | $2,895+289.0% | $2,819+299.5% | $2,405+368.2% |
| Participant deferral / active EE | $5,591 | $4,708+18.7% | $4,398+27.1% | $4,131+35.3% |
| Admin fee / account holder | $170 | $145+17.1% | $7,407-97.7% | $170+0.2% |