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 15 · EIN 36-4389114 | Recordkeeping | $22,839 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 111 S. PFINGSTEN ROAD · DEERFIELD, IL 60015 | Advisory (Plan) | $0 |
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 | $69,521 | $70,428-1.3% | $96,562-28.0% | $85,850-19.0% |
| Participation rate | 91.5% | 61.8%+29.7pp | 69.8%+21.7pp | 69.3%+22.2pp |
| Annual return | 10.34% | 18.59%-8.3pp | 37.78%-27.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $3,400 | $1,413+140.6% | $2,356+44.3% | $2,565+32.5% |
| Participant deferral / active EE | $8,555 | $2,894+195.6% | $3,849+122.3% | $3,952+116.5% |
| Admin fee / account holder | $281 | $4,997-94.4% | $6,181-95.4% | $6,260-95.5% |