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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $124,794 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,615 |
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 | $162,110 | $84,784+91.2% | $98,439+64.7% | $74,419+117.8% |
| Participation rate | 96.4% | 81.5%+14.8pp | 75.2%+21.2pp | 70.7%+25.6pp |
| Annual return | 16.63% | 20.59%-4.0pp | 21.16%-4.5pp | 34.38%-17.8pp |
| Employer contribution / active EE | $12,054 | $3,364+258.3% | $3,048+295.5% | $2,637+357.0% |
| Participant deferral / active EE | $6,671 | $5,218+27.8% | $4,738+40.8% | $4,528+47.3% |
| Admin fee / account holder | $135 | $204-34.1% | $8,948-98.5% | $348-61.3% |