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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $52,940 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $50,512 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $13,800 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant 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 | $60,089 | $72,254-16.8% | $86,677-30.7% | $64,808-7.3% |
| Participation rate | 95.1% | 80.4%+14.7pp | 76.6%+18.5pp | 71.5%+23.6pp |
| Annual return | -17.24% | 392.42%-409.7pp | 35.91%-53.1pp | 32.82%-50.1pp |
| Employer contribution / active EE | $693 | $2,393-71.0% | $2,836-75.6% | $2,506-72.3% |
| Participant deferral / active EE | $3,165 | $4,658-32.0% | $4,656-32.0% | $4,310-26.6% |
| Admin fee / account holder | $213 | $174+22.4% | $7,493-97.2% | $188+13.3% |