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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $171,806 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,561 |
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 | $136,766 | $89,436+52.9% | $164,813-17.0% | $77,643+76.1% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.8pp |
| Annual return | 19.27% | 28.83%-9.6pp | 69.93%-50.7pp | 31.24%-12.0pp |
| Employer contribution / active EE | $2,945 | $2,569+14.6% | $4,341-32.2% | $2,726+8.0% |
| Participant deferral / active EE | $10,598 | $4,897+116.4% | $6,031+75.7% | $4,647+128.0% |
| Admin fee / account holder | $212 | $339-37.4% | $12,690-98.3% | $430-50.6% |