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 Service code 19 P.O. BOX 286 · NEW YORK, NY 102740286 | Securities Custodian | $9,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,457 | $56,629-26.8% | $77,999-46.8% | $55,167-24.9% |
| Participation rate | 62.8% | 73.3%-10.5pp | 75.5%-12.8pp | 69.0%-6.2pp |
| Annual return | 8.98% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $257 | $1,723-85.1% | $2,470-89.6% | $1,963-86.9% |
| Participant deferral / active EE | $2,062 | $2,777-25.8% | $3,497-41.0% | $3,054-32.5% |
| Admin fee / account holder | $70 | $467-85.0% | $5,480-98.7% | $504-86.1% |