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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $23,702 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,613 |
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 | $56,741 | $87,870-35.4% | $113,168-49.9% | $74,304-23.6% |
| Participation rate | 97.7% | 70.7%+26.9pp | 76.6%+21.1pp | 60.3%+37.3pp |
| Annual return | 18.79% | 26.44%-7.6pp | 24.27%-5.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $2,268 | $2,277-0.4% | $2,975-23.8% | $2,241+1.2% |
| Participant deferral / active EE | $3,986 | $4,241-6.0% | $5,107-22.0% | $3,767+5.8% |
| Admin fee / account holder | $271 | $3,368-91.9% | $12,068-97.8% | $2,969-90.9% |