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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $121,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,543 |
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 | $136,136 | $81,908+66.2% | $90,749+50.0% | $64,808+110.1% |
| Participation rate | 94.9% | 80.5%+14.4pp | 75.7%+19.2pp | 71.5%+23.4pp |
| Annual return | -15.12% | -12.53%-2.6pp | -12.16%-3.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $10,185 | $3,065+232.3% | $2,921+248.7% | $2,506+306.5% |
| Participant deferral / active EE | $5,774 | $4,840+19.3% | $4,564+26.5% | $4,310+34.0% |
| Admin fee / account holder | $152 | $157-3.5% | $8,445-98.2% | $188-19.3% |